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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-09 |
| MI | RA | APPROVED | 2018-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 01/2016 | 06/2017 |
| Ameriprise Financial Services, Inc. | Brownstown Township | MI | 06/2017 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wyandotte | MI | 06/2018 | Present |
I*2051279, Entity Type Fiduciary, Name of OBA: Discretionary Trust for the Benefit of BB Address: Howell, Michigan, 48843 Investment Related: Yes Position, Title, Association: Successor Trustee Employee Start Date: 17-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-02 |
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