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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-18 |
| TX | RA | APPROVED | 2013-04-18 |
| MI | RA | APPROVED | 2012-04-13 |
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 (7691) | Novi | MI | 03/2012 | Present |
| Bank Of America, N.A | Novi | MI | 08/2012 | Present |
I*893267 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: South Pasadena, Florida, 33707 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/21/2022 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-20 |
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