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ROSS TREVOR LLOYD
CRD#: 6047515
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 SIX CONCOURSE PARKWAY
SUITE 2600
ATLANTA, GA 30328-6104
Registration History
201220142016201820202022202420262 FIRMS2012 - 2013 (<1 year)2 FIRMS2013 - Present (12 years)
License(s)

State Registrations

B
Alabama 8/24/2018

B
New York 12/5/2023

B
California 2/22/2013

B
North Carolina 12/5/2023

B
Colorado 3/18/2016

B
Ohio 6/10/2022

B
Florida 8/19/2020

B
Pennsylvania 1/17/2024

B
Georgia 6/27/2019

B
Texas 3/22/2022

IA
Georgia 8/14/2019

B
Virginia 5/28/2024

B
Massachusetts 6/15/2022

B
Washington 10/1/2024

B
Montana 2/16/2023

B
Wisconsin 10/18/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
SIX CONCOURSE PARKWAY SUITE 2600, ATLANTA, GA 30328-6104
Roswell, GA
Registered with this firm since 2/22/2013

B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
SIX CONCOURSE PARKWAY SUITE 2600, ATLANTA, GA 30328-6104
Roswell, GA
Registered with this firm since 2/22/2013

Previous Registration(s)
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IA
06/15/2012 - 02/07/2013 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) CENTURY CITY, CA
B
05/15/2012 - 02/07/2013 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) CENTURY CITY, CA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.