Kayla Carmody

$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	2024-07-05
IL	RA	APPROVED	2024-05-31

Branch Locations

2815 Townsgate Rd, Westlake Village, CA 91361 • United States

110 N Wacker Dr, Chicago, IL 60606 • United States

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

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Chicago	IL	01/2017	08/2017
Mcadam Llc	Chicago	IL	01/2017	08/2017
Mccarthy Ford Inc	Chicago	IL	11/2010	09/2017
Unemployed	Evergreen Park	IL	09/2017	10/2017
Jpmorgan Chase Bank, N.A.	Chicago	IL	11/2017	04/2020
J.P. Morgan Securities Llc	Chicago	IL	02/2018	02/2024
Jp Morgan Securites Llc	Chicago	IL	04/2020	02/2024
Mccarthy Ford	Chicago	IL	10/2020	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	04/2024	Present
Governors State University	University Park	IL	01/2015	05/2017

01/2017 → 08/2017

Purshe Kaplan Sterling Investments

Chicago, IL
01/2017 → 08/2017

Mcadam Llc

Chicago, IL
11/2010 → 09/2017

Mccarthy Ford Inc

Chicago, IL
09/2017 → 10/2017

Unemployed

Evergreen Park, IL
11/2017 → 04/2020

Jpmorgan Chase Bank, N.A.

Chicago, IL
02/2018 → 02/2024

J.P. Morgan Securities Llc

Chicago, IL
04/2020 → 02/2024

Jp Morgan Securites Llc

Chicago, IL
10/2020 → Present

Mccarthy Ford

Chicago, IL
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
01/2015 → 05/2017

Governors State University

University Park, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-30
S63	Uniform Securities Agent State Law Examination	2017-07-18