Clayton Keyes

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-06

Branch Locations

8144 Walnut Hill Lane, Suite 1120, Dallas, TX 75231 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	07/2021	11/2022
University Of Oklahoma	Norman	OK	08/2017	05/2021
Bank Of America Merrill Lynch	Dallas	TX	06/2020	08/2020
Bank Of America, N.A.	Dallas	TX	07/2021	11/2022
Charles Schwab & Co., Inc.	Westlake	TX	11/2022	07/2025
Charles Schwab Bank, Ssb	Westlake	TX	01/2025	07/2025
Evergreen Wealth Advisors	Plano	TX	07/2025	02/2026
Unemployed	Dallas	TX	05/2021	07/2021
Southlake Carroll Highscool	Southlake	TX	08/2014	05/2017
Newedge Securities Llc	Pittsburgh	PA	03/2026	Present
Newedge Advisors	New Orleans	LA	03/2026	Present

07/2021 → 11/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
08/2017 → 05/2021

University Of Oklahoma

Norman, OK
06/2020 → 08/2020

Bank Of America Merrill Lynch

Dallas, TX
07/2021 → 11/2022

Bank Of America, N.A.

Dallas, TX
11/2022 → 07/2025

Charles Schwab & Co., Inc.

Westlake, TX
01/2025 → 07/2025

Charles Schwab Bank, Ssb

Westlake, TX
07/2025 → 02/2026

Evergreen Wealth Advisors

Plano, TX
05/2021 → 07/2021

Unemployed

Dallas, TX
08/2014 → 05/2017

Southlake Carroll Highscool

Southlake, TX
03/2026 → Present

Newedge Securities Llc

Pittsburgh, PA
03/2026 → Present

Newedge Advisors

New Orleans, LA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-08

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