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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-07-02 |
| MI | RA | APPROVED | 2013-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 02/2013 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 12/2024 | Present |
I*, Entity Type Fiduciary, Name of OBA: MLPF& S CUST FPO D M IRA FBO D M Address: Manistique, Michigan, 49854 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 17-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties: I*2109321, Entity Type: Fiduciary, Name of OBA: MLPF& S CUST FPO D M IRA FBO D M , Address: MANISTIQUE, Michigan, 49854, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 27-Nov-2024, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-29 |
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