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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-24 |
| MI | RA | APPROVED | 2013-03-21 |
Branch Locations
3455 Peachtree Rd Ne Workplace Benefits, Atlanta, GA 30326 • United States
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/2012 | Present |
I*: 2226307 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Panama City Beach, FL 32407 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/27/2023 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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