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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities, Inc. | Cincinnati | OH | 05/2001 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 01/2019 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 04/2019 | Present |
I*120380 For profit or not for profit: Non-Profit Organization Name of outside business organization: West Michigan Youth For Christ Investment related: N Address of business: Grand Rapids, Michigan 49306 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2014 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Christian Youth Ministry/To share the message of Jesus Christ with young people in West Michigan/Treasurer and Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-26 |
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