Clayton Thomas Alva Young

$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
MO	RA	APPROVED	2019-09-05
TX	RA	APPROVED	2019-05-14
KS	RA	APPROVED	2019-04-01

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Overland Park	KS	10/2018	Present
The Jayhawk Club	Lawrence	KS	01/2018	05/2018
University Of Kansas	Lawrence	KS	08/2015	05/2018
Unemployed	Leavenworth	KS	05/2018	10/2018
Bank Of America, N.A.	Overland Park	KS	11/2018	Present

10/2018 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Overland Park, KS
01/2018 → 05/2018

The Jayhawk Club

Lawrence, KS
08/2015 → 05/2018

University Of Kansas

Lawrence, KS
05/2018 → 10/2018

Unemployed

Leavenworth, KS
11/2018 → Present

Bank Of America, N.A.

Overland Park, KS

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-29

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