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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 2004-08-17 |
Branch Locations
39577 Woodward Ave Pbig - Troy, Bloomfield Hills, MI 48304 • United States
4805 Towne Centre Rd, Saginaw, MI 48604 • 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 | Saginaw | MI | 10/2000 | Present |
| Bank Of America, N.A. | Saginaw | MI | 07/2011 | Present |
I*93387 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE SCHROPP FAMILY FUND INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 1 TUSCOLA STREET, SAGINAW, MICHIGAN 48607 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, A DONOR START DATE OF RELATIONSHIP: 1/13/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A DONOR ADVISED FUND AT MY HOMETOWN COMMUNITY FOUNDATION. THE ASSETS ARE MANAGED BY THE COMMUNITY FOUNDATION AND MY FAMILY IS PART OF THE SAGINAW COMMUNITY WHERE THIS FOUNDATION IS LOCATED. OUR FAMILY SIMPLY ADVISES THE FOUNDATION ON GRANTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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