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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-03-27 |
| TX | RA | APPROVED_RES | 2010-06-16 |
| MI | RA | APPROVED | 2010-05-11 |
| OH | RA | APPROVED | 2004-09-21 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
Southfield, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce< Fenner & Smith, Inc. | Farmington Hills | MI | 01/1999 | Present |
| Bank Of America, Na | Farmington Hills | MI | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-05 |
| S66 | Uniform Combined State Law Examination | 2000-09-01 |
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