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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-06-02
MI RA APPROVED 2010-05-11
  • TX RA
    APPROVED
    Since 2016-06-02
  • MI RA
    APPROVED
    Since 2010-05-11

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 02/2000 Present
Bank Of America, N.A Bloomfield Hills MI 12/2009 Present
Other Businesses

I*3952292, Entity Type: Entity For Profit, Name of OBA: Jackson Square Development Group, LLC, Address: Southfield, Michigan, 48037, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/10/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: LLC Member, Rental Property Purchase and Development

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-24
  • S66 Uniform Combined State Law Examination
    2004-04-24

View on SEC IAPD

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