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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-06 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • 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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 01/2004 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 11/2023 | Present |
| Huntington National Bank | Columbus | OH | 01/2004 | 04/2023 |
| Unemployed/Retired | Byron Center | MI | 05/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-11 |
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