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600 E. Lafayette Blvd, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | Detroit | MI | 07/2010 | Present |
| Bricktown Capital, Llc | Detroit | MI | 05/2022 | Present |
MERCER ALLIED COMPANY, L.P. IS A SUBSIDIARY OF THE AYCO COMPANY, L.P. ("AYCO"). AYCO IS INVOLVED IN FINANCIAL COUNSELING OF HIGHLY COMPENSATED INDIVIDUALS. FINANCIAL COUNSELING INVOLVES ESTATE AND INCOME TAX PLANNING AS WELL AS INSURANCE PLANNING. MY POSITION WITH AYCO HAS ENTAILED THE RENDERING OF TAX AND FINANCIAL ADVICE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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