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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-10 |
| TX | RA | APPROVED_RES | 2008-03-24 |
| IN | RA | APPROVED | 2003-06-02 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/1995 | Present |
| Bank Of America, N.A. | Farmington Hills | MI | 07/2011 | Present |
I*123151 For profit or not for profit: Non-Profit Organization Name of outside business organization: Fallen & Wounded Soldiers Fund Investment related: N Address of business: Bloomfield Hills, Michigan 48304 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 7/1/2019 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Raising funds for Michigan veterans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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