ROSS TREVOR LLOYD is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with ONE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | 2026-02-05 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2013-02-22 | 2025-12-24 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-06-15 | 2013-02-07 | — |