Kayla Renee Acton

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-04-04
IN	RA	APPROVED	2022-03-31

TX RA
APPROVED_RES

Since 2022-04-04
IN RA
APPROVED

Since 2022-03-31

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

7300 Eagle Crest Blvd, Evansville, IN 47715 • United States

Disclosures

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

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

Employment History

Organization	City	State	From	To
Covance Clinical Research	Evansville	IN	01/2016	07/2017
Jjb Hilliard Wl Lyons	Evansville	IN	07/2017	10/2018
Jjb Hilliard Wl Lyons	Evansville	IN	10/2018	10/2019
Robert W. Baird & Co. Incorporated	Evansville	IN	10/2019	02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Evansville	IN	02/2022	Present

01/2016 → 07/2017

Covance Clinical Research

Evansville, IN
07/2017 → 10/2018

Jjb Hilliard Wl Lyons

Evansville, IN
10/2018 → 10/2019

Jjb Hilliard Wl Lyons

Evansville, IN
10/2019 → 02/2022

Robert W. Baird & Co. Incorporated

Evansville, IN
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Evansville, IN

Previous Registrations

2019-10-18 → 2022-03-10

Robert W. Baird & Co. Incorporated

Evansville, IN
2018-09-27 → 2019-10-18

J.J.B. Hilliard, W.L. Lyons, Llc

Evansville, IN

Other Businesses

i*4699271, Entity Type: Fiduciary Role, Name of OBA: MLPF& S CUST FPO D. B. K. IRA FBO D.A. B. K.A, Address: Newburgh, Indiana, 47630, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/12/2026, No Hours: 1 Monthly, No Hours During Trading: 0 Yearly, Duties: POA/Child/Grandchild I*2470296, Entity Type: , Name of OBA: Ivy Glenn HOA, Address: Newburgh, Indiana, 47630, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/16/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: The purpose of the HOA board is maintenance and upkeep of the common areas of the subdivision, and enforcement of bylaws and covenants. I*2570264, Entity Type: , Name of OBA: D and C K, Address: Montgomery, Indiana, 47558, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/20/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-25

S66 Uniform Combined State Law Examination

2018-09-25

Other Names

Kayla Renee Kavanaugh

View on SEC IAPD