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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-25 |
| TX | RA | APPROVED_RES | 2008-08-15 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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 | 08/2008 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 12/2009 | Present |
I*110268 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NIBBLES INVESTMENT RELATED: N ADDRESS OF BUSINESS: ROSCOMMON, MICHIGAN 48653 NATURE OF BUSINESS: S-CORP, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 4/6/2018 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NIBBLES IS A PROVIDER OF ICE CREAM TO THE LOCAL COMMUNITY. MY RESPONSIBILITY WILL BE A PORTION OF THE START UP COSTS. I*2165274, Entity Type: , Name of OBA: J A C TTEE by D CUAD 5/18/2000, Address: Farmington Hills, Michigan, 48331, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 30-Dec-2024, No Hours: 3 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2172299, Entity Type: , Name of OBA: J C TTEE U/A DTD 05/18/2000 BY D C, Address: Farmington Hills, Michigan, 48331, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 21-Jan-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-26 |
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