Morgan Alexandra Kelly

Current Employers

Employment History

• 03/2014 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 05/2014 → 09/2020
  Bank Of America, N.A.
  Frederick, MD
• 09/2020 → Present
  Rs Will Wealth Management
  Frederick, MD
• 09/2020 → Present
  Kestra Investment Services, Llc
  Frederick, MD
• 09/2020 → Present
  Kestra Advisory Services, Llc
  Frederick, MD

Previous Registrations

• 2014-04-04 → 2020-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 2013-07-15 → 2014-02-18
  Commonwealth Financial Network
  Frederick, MD
• 2013-03-12 → 2013-06-28
  Scarborough Capital Management, Inc.
  Annapolis, MD

Other Businesses

Business Name: Rotary Club of Carroll Creek Investment Related: No Address: P.O. Box 39 Frederick MD 21705 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 7/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board MemberBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Partner Start Date: 9/4/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisory ServiceBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154 N. Market street Frederick MD 21703 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Partner Start Date: 9/4/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide investment advice in a fiduciary Capacity for individuals, families, and business owners RS WILL HOLDINGS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/16/2022 ADDRESS: 154 A N. Market Street, Frederick MD 21701, United States DESCRIPTION: Duties nominal after closing. Entity will have an outside bookkeeper, property manager, leasing agent, and accountant. Responsibilities will include occasionally coordinating and directing above tasks.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-29

Designations

Other Names

• Alex Forsman
• Morgan Alexandra Forsman
• Morgan A Forsman
• Alexandra Kelly
• Morgan A Kelly