Paul James Mcarthur

Current Employers

Employment History

• 04/2009 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 11/2009 → 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

• 2009-04-24 → 2020-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 2006-02-21 → 2009-05-14
  Citigroup Global Markets Inc.
  Gaithersburg, MD
  New York, NY
  Gaithersburg, MD
• 2004-10-25 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Gaithersburg, MD

Other Businesses

Business 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: Investment Advisor 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: Wealth ManagerBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154 North Market Street Frederick MD 21701 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance 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: Wealth ManagerBusiness Name: Putnam Homes, LLC Investment Related: No Address: 8814 Yellow Springs Road Frederick MD 21702 Nature of Business: Real Estate Position, Title or Relationship: Partner Start Date: 9/30/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Passive Investor MCM PRIVATE CAPITAL LLC POSITION: None - passive investor NATURE: Private Placement INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2022 ADDRESS: 154A N. Market Street, Frederick MD 21701, United States DESCRIPTION: None - file appropriate tax returns and regulatory information. RS WILL HOLDINGS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: 154A N. Market Street, Frederick MD 21701, United States DESCRIPTION: Duties will be 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
  2004-10-22

Other Names

• Paul J. Mcarthur