Kyle J Lepley

Current Employers

Employment History

• 06/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 07/2011 → Present
  Bank Of America, N.A.
  Providence, RI

Other Businesses

I*89175 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RED SOX FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: BOSTON, MASSACHUSETTS 2215 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/19/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ELECTED TO THE ADVISORY BOARD. RESPONSIBLE FOR IDEA GENERATION, EVENTS, AND POSSIBLY FUNDRAISING. I*94493 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JAMES URBAN III SCHOLARSHIP FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 130 BELLEVUE AVENUE, NEWPORT, RHODE ISLAND 2840 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/16/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: A CLOSE FRIEND PASSED AWAY 6 MONTHS AGO. HIS FAMILY AND FRIENDS CREATED A SCHOLARSHIP FOUNDATION TO SUPPORT STUDENTS AT HIS ALMA MATER. I*: 1888267 Entity Type: Name of OBA: Newport Yacht Club Address: Newport, RI Investment Related: No Position, Title, Association: Board Member, Officier Employee Start Date: 01/01/2025 Number of Hours: 6 hrs mthly Number of Hours during trading: 0 Duties: Provide access to Newport Harbor for yachting and non yachting activities. Vice Commodore role is to maintain and update the clubs strategic plan.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-20
• S63 Uniform Securities Agent State Law Examination
  2008-05-21