Sarah Katrina Lloyd

$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	2019-09-23
GA	RA	APPROVED	2019-09-09

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Atlanta	GA	10/2018	Present
University House, Tuscaloosa	Tuscaloosa	AL	06/2016	09/2016
Beni's Cubano	Marietta	GA	06/2017	08/2017
Loyal Tavern	Roswell	GA	06/2018	08/2018
University Of Alabama	Tuscaloosa	AL	08/2014	05/2018
Bank Of America, N.A.	Atlanta	GA	08/2023	Present

10/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA
06/2016 → 09/2016

University House, Tuscaloosa

Tuscaloosa, AL
06/2017 → 08/2017

Beni's Cubano

Marietta, GA
06/2018 → 08/2018

Loyal Tavern

Roswell, GA
08/2014 → 05/2018

University Of Alabama

Tuscaloosa, AL
08/2023 → Present

Bank Of America, N.A.

Atlanta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-30

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