Thomas Puleri

Current Employers

Employment History

• 10/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 06/2011 → Present
  Bank Of America,N.A.
  Columbus, OH

Other Businesses

I*59532 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TBD - BALANCEDHAPPINESS INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW ALBANY, OHIO 43054 NATURE OF BUSINESS: OTHER,TBD POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 3/1/2012 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: 1) HELP PEOPLE EXPERIENCE MORE SUSTAINABLE HAPPINESS. 2) FOR THE LAST 17+ YEARS, I HAVE WORKED ON THIA SELF HELP PROJECT. A CLOSE FRIEND (NOT A CLIENT) IS AN IPHONE DEVELOPER AND HE IS TURNING MY SELF HELP PROJECT INTO A IPHONE APP. I*74240 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GLOBAL INSPIRATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW ALBANY, OHIO 43054 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, HUSBAND START DATE OF RELATIONSHIP: 8/1/2012 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DATE IS ESTIMATED - MY WIFE IS AN INTERIOR DESIGNER. I HAVE NO TASKS/RESPONSIBILITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-24
• S63 Uniform Securities Agent State Law Examination
  1987-01-22

Other Names

• Thomas Carl Puleri