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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-12-10 |
| MI | RA | APPROVED | 2010-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Muskegon | MI | 05/1989 | Present |
| Bank Of America, N.A. | Muskegon | MI | 12/2009 | Present |
I*2187319, Entity Type: , Name of OBA: K L M TTEE U/A DTD 05/10/2016 BY MT M , Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 05-Jun-2023, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2259280, Entity Type: , Name of OBA: MLPF& S CUST FBO M M DECD RRA FBO M M GST BYPASS , Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 26-Mar-2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2261270, Entity Type: , Name of OBA: K. M TTEE U/A DTD 05/10/2016 BY M. M, Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 26-Mar-2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 1996-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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