Kavian Vondrell Mcmillon

$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	2019-12-03

Branch Locations

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

Organization	City	State	From	To
Pfs Investments Inc.	Mckinney	TX	10/2013	12/2016
Foundation For Community Empowerment	Dallas	TX	05/2013	04/2017
Primerica Financial Services	Mckinney	TX	12/2012	12/2016
Axa Advisors, Llc	New York City	NY	04/2017	08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	09/2019	Present
Bank Of America, N.A.	Dallas	TX	05/2022	Present

10/2013 → 12/2016

Pfs Investments Inc.

Mckinney, TX
05/2013 → 04/2017

Foundation For Community Empowerment

Dallas, TX
12/2012 → 12/2016

Primerica Financial Services

Mckinney, TX
04/2017 → 08/2019

Axa Advisors, Llc

New York City, NY
09/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
05/2022 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-02
S63	Uniform Securities Agent State Law Examination	2013-12-14

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