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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-14 |
| TX | RA | APPROVED_RES | 2000-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 05/1997 | Present |
| Bank Of America, N.A. | East Lansing | MI | 05/2011 | Present |
I*4406284Entity Type: Name of OBA: W A F TTEE UAD 01/22/20 W A F ET ALAddress: East Lansing, Michigan, 48823Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/22/2020Number of Hours: 10, YearlyNumber of Hours during trading: 10, YearlyDuties: In-LawsI*4406289Entity Type: Name of OBA: MLPF& S CUST FPO W A F RRA FBO W A FAddress: East Lansing, Michigan, 48823Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 04/14/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: In-Laws I*4497280 Entity Type: N/A Name of OBA: MLPF& S CUST FPO W A F IRA FBO W A F Address: East Lansing, Michigan, 48823 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: In-Laws I*4497281 Entity Type: N/A Name of OBA: M H G TTEE U/A DTD 01/15/2021 BY A E G ET AL Address: East Lansing, Michigan, 48823 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 04/23/2026 Number of Hours: 50, Yearly Number of Hours during trading: 2, Yearly Duties: Parents I*4497282 Entity Type: N/A Name of OBA: MLPF& S CUST FPO W A F IRA FBO W A F Address: East Lansing, Michigan, 48823 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: In-Laws I*4497283 Entity Type: N/A Name of OBA: W A F TTEE U/A DTD 01/22/2020 BY W A F ET AL Address: East Lansing, Michigan, 48823 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/23/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: In-Laws I*4499271 Entity Type: N/A Name of OBA: M H G TTEE U/A DTD 01/15/2021 BY A E G ET AL Address: East Lansing, Michigan, 48823 Investment Related: No Position, Title, Association: Executor Employee Start Date: 04/23/2026 Number of Hours: 50, Yearly Number of Hours during trading: 2, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
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