Devin Scott Joslyn

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-16
NY	RA	APPROVED	2022-01-28

Branch Locations

50 Fountain Plz, Buffalo, NY 14202 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Buffalo	NY	11/2020	Present
Loyola University Chicago	Chicago	IL	09/2017	05/2021
Ad On The Move	Chicago	IL	08/2019	05/2021
Handyuv	Chicago	IL	08/2020	05/2021
Loyola University Chicago Tutoring Services	Chicago	IL	08/2019	05/2021
Loyola University Chicago	Chicago	IL	08/2020	05/2021
Canisius High School	Buffalo	NY	09/2013	06/2017
Bank Of America, N.A.	Buffalo	NY	02/2022	Present

11/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Buffalo, NY
09/2017 → 05/2021

Loyola University Chicago

Chicago, IL
08/2019 → 05/2021

Ad On The Move

Chicago, IL
08/2020 → 05/2021

Handyuv

Chicago, IL
08/2019 → 05/2021

Loyola University Chicago Tutoring Services

Chicago, IL
08/2020 → 05/2021

Loyola University Chicago

Chicago, IL
09/2013 → 06/2017

Canisius High School

Buffalo, NY
02/2022 → Present

Bank Of America, N.A.

Buffalo, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-26