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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-26 |
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 1992-12-22 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 01/1990 | Present |
| Bank Of America,Na | Grand Rapids | MI | 09/2009 | Present |
I*3045302Entity Type: N/AName of OBA: S.J.V.Address: Ellenton FloridaInvestment Related: NoPosition, Title, Association: AdministratorStart Date:10/23/2025No Hours: 1 YearlyNo Hours during trading:1 YearlyDuties: Administrator for Uncle I*3071275Entity Type: Fiduciary roleName of OBA: J. and S. V. TrustAddress: Grand Rapids, Michigan, 49525Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 10/24/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Trustee/Child/Grandchild I*3150286, Entity Type, Name of OBA: SV Trust Address: Grand Rapids MI 49525 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/10/2025 No Hours: 1 MO No Hours during trading: 1 Duties: I*3223267Entity Type: N/AName of OBA: J VELDHEER TTEE U/A DTD 12/02/2016 BY JEROME Q VELDHEER ET = J V TTEE U/A DTD 12/02/2016 BY J Q V ETAddress: Grand Rapids, Michigan, 49525Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 11/04/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Trustee Child/Grandchild I*4754275, Entity Type: , Name of OBA: M V TTEE J D V TTEE U/A DTD 12/23/2025 , Address: Grand Rapids, Michigan, 49525, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 06/24/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*4756267, Entity Type: , Name of OBA: M V TTEE J D V TTEE U/A DTD 12/23/2025 , Address: Grand Rapids, Michigan, 49525, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 06/24/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-02 |
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