Kyle William Morgan

Current Employers

Employment History

• 04/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 12/2009 → Present
  Bank Of America,Na
  Vero Beach, FL

Other Businesses

I*121291Entity Type: Non-Profit OrganizationName of outside business organization: VNA of the Treasure CoastInvestment related: YesAddress of business: Vero Beach, Florida 32960Position, title, association: Committee MemberStart date of relationship: 7/2/2018Number of hours devoted: 3 hrs QuarterlyNumber of hours devoted during trading hours: 2Duties: Chairman of the Investment Committee for the VNA's Foundation. The committee oversees the investment management of the Foundation's portfolio. This includes holding the investment manager accountable to the Foundation's IPS. I*941289Entity Type: CharitableName of outside business organization: United Way Foundation of Indian River CountyInvestment related: NoAddress of business: Vero Beach, Florida, 32960Position, title, association: Board Member Start date of relationship: 8/1/2022Number of hours devoted: 5 hrs MthlyNumber of hours devoted during trading hours: 1Duties: I will serve as a board member and a member of its finance committee. I*4065322Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO MR K. H M. JR IRRA FBO MR K. H M. JRAddress: Vero Beach, Florida, 32967Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 03/17/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Parents I*4149275Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO MR K. H M. JR IRRA FBO MR K. H M. JRAddress: Vero Beach, Florida, 32966Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 03/25/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Parents I*4497274Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO MRS S. C M. IRA FBO MRS S. C M.Address: Vero Beach, Florida, 32966Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/23/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Parents I*4497276Entity Type: Fiduciary roleName of OBA: MR K. H M. JR AND MRS S. C M. JTWROS PLEDGED TO ML LENDERAddress: Vero Beach, Florida, 32966Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/23/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Parents I*4497279Entity Type: Fiduciary roleName of OBA: MR K. H M. JR AND MRS S. C M. JTWROSAddress: Vero Beach, Florida, 32966Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/23/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Power of Attorney/Parents I*4513281, Entity Type: , Name of OBA: MR K H M JR AND MRS S C M JTWROS , Address: Vero Beach, Florida, 32966, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/30/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4514273, Entity Type: , Name of OBA: MR K H M JR AND MRS S C M JTWROS , Address: Vero Beach, Florida, 32966, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/30/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-28
• S65 Uniform Investment Adviser Law Examination
  1995-06-28

Other Names

• Kyle W Morgan