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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
| TX | RA | APPROVED_RES | 2001-08-21 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 10/1988 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 07/2011 | Present |
I*24408 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BROTHER RICE ENDOWMENT FUND INVESTMENT RELATED: N ADDRESS OF BUSINESS: BLOOMFIELD TWP, MICHIGAN 48304 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FUND RAISING. ENDOWEMNET AWARENESS AMONGST ALUMNI. I*2086286, Entity Type: Fiduciary, Name of OBA: M A T Irrevocable Trust, Address: Birmingham, Michigan, 48009, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 11/12/2024, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-13 |
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