Dean Adams Packard

Current Employers

Employment History

• 09/2006 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 04/2010 → 06/2022
  Bank Of America, N.A.
  Washington, DC
• 06/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2022 → Present
  Harvest Wealth Llc
  Bethesda, MD
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2022 → Present
  Hwealth62 S Corp
  Kensington, MD
• 09/2025 → Present
  Whiskey Pickle Llc
  Kilmarnock, VA

Previous Registrations

• 2006-10-03 → 2022-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
  North Bethesda, MD
  Washington, DC
• 1997-02-28 → 2006-10-12
  Citigroup Global Markets Inc.
  Bethesda, MD
  Bethesda, MD

Other Businesses

1. NAME OF OTHER BUSINESS: HARVEST WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2022 POSITION/TITLE/RELATIONSHIP: FOUNDING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PRACTICE MANAGEMENT, CLIENT ACQUISITION, CLIENT RELATIONSHIP MANAGEMENT. 2. NAME OF OTHER BUSINESS: HWEALTH62 S CORP, INVESTMENT RELATED: NO, ADDRESS: 3612 SAUL RD, KENSINGTON, MD 20895 NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 06/2022, POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT, LESS THAN ONE 1 PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: S-CORP FOR TAX REPORTING PURPOSES; 3. NAME OF OTHER BUSINESS: PICKLE 62; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 2/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORP CREATED FOR TAX REPORTING PURPOSES ONLY; 4. NAME OF OTHER BUSINESS: WHISKEY PICKLE LLC; INVESTMENT RELATED: NO; ADDRESS: 270 BELL'S CREEK LANE, KILMARNOCK, VA 22482; NATURE OF BUSINESS: PICKLEBALL LEAGUE FRANCHISE; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP SELECT PLAYERS AND SET LINEUPS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-28
• S63 Uniform Securities Agent State Law Examination
  1985-02-26

Designations