Mark Andrew Mayer

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
• 2000-08-16 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Gaithersburg, MD

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial 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 management, financial planning Name: RS Will Wealth Managment Investment Related: Yes Address: 154A North Market Street Frederick MD 21702 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner/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 and wealth management services. Name: Putnam Homes LLC Investment Related: Yes Address: 8814 Yellow Springs Road Frederick MD 21702 Nature of Business: Real Estate Position, Title or Relationship: Member 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: Investor Name: MCM PRIVATE CAPITAL LLC POSITION: None-Passive investor NATURE: Private Placement. (See pitch Deck) INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 154 A N. Market Street, Frederick MD 21701 DESCRIPTION: None. File appropriate tax returns and regulatory information. Name: RS WILL HOLDINGS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/16/2022 ADDRESS: 154 A N. Market Street, Frederick MD 21701 DESCRIPTION: Duties will nominal after closing. Entity will have an outside bookkeeper, property manager, leasing agent, and accountant. Responsibilities will include occasionally coordinating and directing above tasks. Name: ROTARY CLUB OF CARROLL CREEK POSITION: Vice President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2023 ADDRESS: PO Box 39, Frederick MD 21705 DESCRIPTION: Club leadership including weekly meetings and organizing community events and support for local non-profits. Name: HOOD COLLEGE - ADJUNCT FACULTY POSITION: Adjunct Faculty NATURE: Faculty INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 01/26/2023 ADDRESS: 401 Rosemont Ave, Frederick MD 21701 DESCRIPTION: Instruct the course (MGMT 370) at Hood College per syllabus

Exams

• S66 Uniform Combined State Law Examination
  2000-07-27

Designations