Inactive

Kyle Austin Levickas

The Marshall Financial Group LLC

Hunt Valley, MD

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Current Employers

The Marshall Financial Group Llc

225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-08-14

MD RA
APPROVED

Since 2025-08-14

Branch Locations

225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	01/2019	Present
Salisbury University	Salibsury	MD	01/2014	08/2017
Unemployed	Woodstock	MD	08/2016	05/2017
Orchard Development Corp	Ellicott City	MD	05/2017	10/2017
Unemployed	Woodstock	MD	10/2017	01/2018
Aerotek	Elkridge	MD	01/2018	06/2018
Casey's Crab Co	Laurel	MD	06/2018	12/2018
Unemployed	Woodstock	MD	12/2018	01/2019

01/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
01/2014 → 08/2017

Salisbury University

Salibsury, MD
08/2016 → 05/2017

Unemployed

Woodstock, MD
05/2017 → 10/2017

Orchard Development Corp

Ellicott City, MD
10/2017 → 01/2018

Unemployed

Woodstock, MD
01/2018 → 06/2018

Aerotek

Elkridge, MD
06/2018 → 12/2018

Casey's Crab Co

Laurel, MD
12/2018 → 01/2019

Unemployed

Woodstock, MD

Previous Registrations

2019-12-23 → 2025-01-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-07

S66 Uniform Combined State Law Examination

2019-12-07

Other Names

Kyle Levickas

View on SEC IAPD

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AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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