Megan Macdonald

Current Employers

Employment History

• 04/2001 → Present
  Bank Of America, N.A.
  Greenwich, CT
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT

Previous Registrations

• 2003-01-02 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Greenwich, CT
  Greenwich, CT
  Greenwich, CT
  Greenwich, CT
  Greenwich, CT

Other Businesses

I*8276 For profit or not for profit: For-Profit Organization Name of outside business organization: M. FAMILY TRUST Investment related: No Address of business: Fairfield, Connecticut 06825 Position, title, association: Trustee Start date of relationship: 8/15/2008 Number of hours devoted: 1 hour Annually Number of hours devoted during trading hours: 0 Duties: Trustee for a family insurance trust I*8277 For profit or not for profit: For-Profit Organization Name of outside business organization: 3545 BLACK ROCK ASSOCIATES LLC Investment related: No Address of business: Fairfield, Connecticut 06824 Position, title, association: Other, Start date of relationship: 1/15/2008 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Family LLC owned equally between me and my two sisters to hold investment real estate and securities. I*58319 For profit or not for profit: For-Profit Organization Name of outside business organization: LLC Investment related: No Address of business: Fairfield, Connecticut 06824 Nature of business: LLC Start date of relationship: 10/30/2012 Number of hours devoted: 10 hours Annually Number of hours devoted during trading hours: 0 Duties: manager of LLC created by my parents to hold a family vacation home. Entity ownership will be transferred completely to me and my two sisters for estate planning purposes. I will be the manager of the entity going forward - minimal activity expected I*59158 For profit or not for profit: For-Profit Organization Name of outside business organization: KPR Associates LLC Investment related: No Address of business: Fairfield, Connecticut 06824 Nature of business: LLC Position, title, association: Managing member Start date of relationship: 12/10/2012 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: family estate planning vehicle. As manager, I coordinate the administrative activities for the entity which is owned equally by my 2 sisters and me. I*75450 For profit or not for profit: For-Profit Organization Name of outside business organization: 4 TCL, LLC Investment related: N Address of business: New York, New York 10128 Nature of business: LLC, Position, title, association: , Start date of relationship: 9/10/2014 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am the manager of 4 TCL, LLC an entity that is being created to hold my family's vacation home in Nantucket, MA. I will be responsible for managing the property and its expenses. I*: 1790286 Entity Type: Entity Charitable Name of OBA: Randall's Island Park Alliance Address: New York, NY Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/16/2024 Number of Hours: 2 hrs monthly Number of Hours during trading: 2 hrs monthly Duties: Board member and committee work I*1948279 Entity Type: For Profit Name of OBA: PA Inc. (HOA) Address: :New York New York Investment Related: No Position, Title, Association: Board Member Start Date:09/01/2024 No Hours: 3 Monthly No Hours during trading:0 Duties: Board member for apartment building that I've lived in for 12 years in NYC I*: 2201273 Entity Type: For Profit Name of OBA: Leucothea LLC Address: New York, NY 10128 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 02/28/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: To hold an investment property in Florida

Exams

• S66 Uniform Combined State Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  2002-03-26

Other Names

• Megan Macdonald
• Megan Macdonald
• Megan Macdonald Kinney
• Megan Macdonald Kinney