Kevonte Clay

Current Employers

Tiaa-Cref Individual & Institutional Services, Llc

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-25

TX RA
APPROVED

Since 2026-03-25

Branch Locations

Dallas, TX • United States

3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mesquite	TX	09/2022	02/2026
Texans Credit Union	Richardson	TX	05/2021	09/2022
Unemployed	Garland	TX	03/2021	05/2021
Woodforest National Bank	Mansfield	TX	05/2014	03/2021
Bank Of America, N.A.	Mesquite	TX	09/2022	02/2026
Tiaa	Frisco	TX	03/2026	Present
Tiaa-Cref Individual & Institutional Services, Llc	Frisco	TX	03/2026	Present

09/2022 → 02/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mesquite, TX
05/2021 → 09/2022

Texans Credit Union

Richardson, TX
03/2021 → 05/2021

Unemployed

Garland, TX
05/2014 → 03/2021

Woodforest National Bank

Mansfield, TX
09/2022 → 02/2026

Bank Of America, N.A.

Mesquite, TX
03/2026 → Present

Tiaa

Frisco, TX
03/2026 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

Previous Registrations

2023-03-15 → 2026-03-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mesquite, TX

Forney, TX

Dallas, TX

New York, NY

Rowlett, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-18

S66 Uniform Combined State Law Examination

2023-02-18