Ileana Margarita Musa

Current Employers

Employment History

• 01/2005 → 09/2017
  Bank Of America, N.A.
  Miami, FL
• 10/2009 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 10/2017 → Present
  Morgan Stanley Smith Barney Llc
  Coral Gables, FL
• 10/2017 → Present
  Morgan Stanley Private Bank, N.A.
  Coral Gables, FL

Previous Registrations

• 2009-10-23 → 2017-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Boston, MA
  Miami, FL
  New York, NY
  Miami, FL
  Miami, FL
  Miami, FL
  New York, NY
  New York, NY
  Miami, FL
• 2008-05-05 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  Miami, FL
  Boston, MA
  Miami, FL
  Charlotte, NC
  Miami, FL
  Miami, FL
  Charlotte, NC
  New York, NY
  New York, NY
  Boston, MA
  Boston, MA
  Philadelphia, PA

Other Businesses

1. Ileana M. Musa Trust; Investment related; Real estate properties and investment accounts; Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2009; During business hours: 0; After business hours: 1; Established this trust for wealth planning purposes and transferred title of several properties under the Trust name. 2. I*72762 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: The Ileana Musa Trust INVESTMENT RELATED: y ADDRESS OF BUSINESS: 5270 NW 2 TERRACE MIAMI, FLORIDA 33126 NATURE OF BUSINESS: REAL ESTATE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/7/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY FATHER PASSED AWAY AND I INHERITED THE PROPERTY WHICH WILL BE RENTED. 3. I*103328 For profit or not for profit: Non-Profit Organization Name of outside business organization: Bella Boo on Estero LLC Investment related: Y Address of business: Ft. Meyers Beach, Florida 33931 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 08/25/16 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Single owner of LLC to hold rental property/vacation home 4. For profit or not for profit: Non-Profit Organization Name of outside business organization: Little Conga LLC Investment related: Y Address of business: Ft. Meyers Beach, Florida 33931 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 06/23/17 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Single owner of LLC to hold rental property/vacation home 5. ALPFA - Association of Latino Professionals for America Chair corporate advisory board the organization is headquartered in Los Angeles. I work with other professionals to advise the CEO & Board on their mission to develop Latinos across America Chair of the advisory board Joined advisory board on January 2015 I spend 2 hours quarterly, 1 hour weekly(outside of work) to activities for meetings with the President & CEO. Coordinate activities for their women's initiative - Women of ALPFA * 420438 - Girl Scouts of the USA; Investment related No; New York City, NY; Non-Profit; Investment Committee, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours: 1; Chair the Investment Committee. *639799- Girl Scouts of the USA; Investment related-Yes; NYC, New York; Children/Youth; Board Member, Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Administrative. 693391- Girl Scouts of the USA; Investment related: No; New York City, New York; Non-Profit; Board Member,First Vice President (proprietor, partner, officer, director, employee, trustee, agent); 09/2026; During business hours: 0; After business hours: 3; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-15
• S63 Uniform Securities Agent State Law Examination
  2001-10-15