John Mclamb

$387B regulatory AUM

Reported services (Item 5G)

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

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-04-12
TX	RA	APPROVED	2024-04-10

Branch Locations

3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Winter Park	FL	08/2022	04/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Orlando	FL	06/2021	08/2021
Florida State University	Tallahassee	FL	08/2018	01/2020
University Of Florida	Gainesville	FL	01/2020	06/2022
Unemployed	Palm Harbor	FL	05/2011	07/2018
Bank Of America, N.A.	Winter Park	FL	10/2022	04/2024
Fisher Investments	Tampa	FL	04/2024	Present

08/2022 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winter Park, FL
06/2021 → 08/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL
08/2018 → 01/2020

Florida State University

Tallahassee, FL
01/2020 → 06/2022

University Of Florida

Gainesville, FL
05/2011 → 07/2018

Unemployed

Palm Harbor, FL
10/2022 → 04/2024

Bank Of America, N.A.

Winter Park, FL
04/2024 → Present

Fisher Investments

Tampa, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-23