FIRST AMERICAN TRUST FSB
Legal name: FIRST AMERICAN TRUST
CRD #108923 SEC #801-56666 SANTA ANA, CA (714) 647-2777
SEC Registered
Total AUM
$2.1B
Discretionary
$1.7B
Employees
51
Clients
0
Accounts
1,417
Firm Details
- Organization Type
- Other (specify) (FEDERALLY CHARTED SAVINGS BANK)
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 28, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANIS, ROBERT, DANIEL | I | PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | PRESIDENT | NA | Control |
| BANIS, ROBERT, DANIEL | I | PRESIDENT | NA | Control |
| BENJAMIN, HORACE, BURNHAM | I | SENIOR VICE PRESIDENT | NA | Control |
| BENJAMIN, HORACE, BURNHAM | I | SENIOR VICE PRESIDENT | NA | Control |
| CAMPBELL, DONALD, SCOTT | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| CAMPBELL, DONALD, SCOTT | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| CAMPBELL, DONALD, SCOTT | I | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | NA | Control |
| DUDLEY, KELLEY, PATRICK | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DUDLEY, KELLEY, PATRICK | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DUDLEY, KELLEY, PATRICK | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DUDLEY, KELLEY, PATRICK | I | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| DUDLEY, KELLY, PATRICK | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| EVANS, DARLIENE, LORRAINE | I | SENIOR VICE PRESIDENT | NA | Control |
| EVANS, DARLIENE, LORRAINE | I | SENIOR VICE PRESIDENT | NA | Control |
| HOPPE, MARK, ARTHUR | I | PRESIDENT | NA | Control |
| HOPPE, MARK, ARTHUR | I | PRESIDENT, INVESTMENT DIVISION | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | VICE PRESIDENT, CORPORATE SECRETARY, LEGAL COUNSEL / COMPLIANCE OFFICER OF BANK & FIDUCIARY SERVICES | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | VICE PRESIDENT, CORPORATE SECRETARY, LEGAL COUNSEL / COMPLIANCE OFFICER OF BANK & FIDUCIARY SERVICES | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | VICE PRESIDENT, CORPORATE COUNSEL & COMPLIANCE OFFICER | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER,AND CORPORATE SECRETARY | NA | Control |
| JACKSON, DIMETRIA, ANICE | I | VICE PRESIDENT, CORPORATE COUNSEL & COMPLIANCE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| KELLEY, THOMAS, MARTIN | I | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER | NA | Control |
| KELLEY, THOMAS, MARTIN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR | NA | Control |
| LEWIS, JERALD, PAUL | I | CHAIRMAN OF THE BOARD | NA | Control |
| LEWIS, JERALD, PAUL | I | CHAIRMAN OF THE BOARD | NA | Control |
| MAJCHRZAK, MICHELLE, LYNN | I | VICE PRESIDENT, LEGAL COUNSEL OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MAJCHRZAK, MICHELLE, LYNN | I | VICE PRESIDENT, LEGAL COUNSEL OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| PIERCE, TERI, LEE ANN | I | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | NA | Control |
| WEGNER, TIM, JAY | I | SENIOR VICE PRESIDENT, TREASURER | NA | Control |
| WEGNER, TIM, JAY | I | SENIOR VICE PRESIDENT, TREASURER | NA | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
| THE FIRST AMERICAN CORPORATION | DE | OWNER OF 100% OF FIRST AMERICAN TRUST FSB STOCK | E | Control |
Registrations
Federal
IA
Sep 28, 2005 REGISTERED
Notice Filings (50)
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Address
421 NORTH MAIN STREETSANTA ANA, CA 92701
USA
Phone: (714) 647-2777