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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-22
VA RA APPROVED 2023-08-08
  • TX RA
    APPROVED_RES
    Since 2025-08-22
  • VA RA
    APPROVED
    Since 2023-08-08

Branch Locations

8075 Leesburg Pike, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Financial Llc Mclean VA 08/2020 05/2022
Pennsylvania State University State College PA 08/2016 05/2020
Carey International And Embarque Frederick MD 05/2019 12/2019
Doggie's Pub State College PA 12/2019 04/2020
Carrabba's Italian Grill Reston VA 05/2017 08/2017
Reston Ice Skating Reston VA 11/2014 03/2017
Massmutual Life Insurance Co Mclean VA 05/2022 07/2023
Mml Investors Services, Llc Mclean VA 06/2022 07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 07/2023 Present
First Financial Group Bethesda MD 06/2022 07/2023
Bank Of America N.A. Vienna VA 08/2023 Present
  • 08/2020 → 05/2022
    Mcadam Financial Llc
    Mclean, VA
  • 08/2016 → 05/2020
    Pennsylvania State University
    State College, PA
  • 05/2019 → 12/2019
    Carey International And Embarque
    Frederick, MD
  • 12/2019 → 04/2020
    Doggie's Pub
    State College, PA
  • 05/2017 → 08/2017
    Carrabba's Italian Grill
    Reston, VA
  • 11/2014 → 03/2017
    Reston Ice Skating
    Reston, VA
  • 05/2022 → 07/2023
    Massmutual Life Insurance Co
    Mclean, VA
  • 06/2022 → 07/2023
    Mclean, VA
  • 07/2023 → Present
    Vienna, VA
  • 06/2022 → 07/2023
    First Financial Group
    Bethesda, MD
  • 08/2023 → Present
    Bank Of America N.A.
    Vienna, VA
Previous Registrations
Other Businesses

I*1905274, Entity Type:Entity For Profit:Entity For Profit , Name of OBA:mrbeastyoutube, LLC Address:Greenville, NC 27858 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date:07/20/2024 No Hours: 56 hrs yearly No Hours during trading:0 Duties:Purpose: Entertainment, Responsibilities: Participate in a challenge for a chance to win money

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-07-28
S65 Uniform Investment Adviser Law Examination 2020-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-07-28
  • S65 Uniform Investment Adviser Law Examination
    2020-08-18
Other Names
  • Lexi Paxton

View on SEC IAPD

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