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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-11 |
| OH | RA | APPROVED | 2004-09-20 |
| TX | RA | APPROVED_RES | 2000-01-10 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 10/1997 | Present |
| Bank Of America, N.A. | Farmington Hills | MI | 09/2009 | Present |
I*136960Non-Profit OrganizationName of outside business organization: Detroit Athletic Club FoundationInvestment related: NoAddress of business: Detroit, MI 48226Nature of business: Charitable Organization,Position, title, association: Advisory Board MemberStart date of relationship: 2/1/2021Number of hours devoted: 4 hrs MthlyNumber of hours devoted during trading hours: 4 hrs mthlyDuties: Vice President of the DAC Foundation, which raises and expends funds for the betterment of the surrounding community and maintain the historical landmark of the DAC. I*3184321Entity Type: Fiduciary roleName of OBA: I. P. TTEE U/A DTD 05/18/2000 BY I. P.Address: Troy, Michigan, 48098Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 11/19/2025Number of Hours: 5, YearlyNumber of Hours during trading: 5, YearlyDuties: Power of Attorney/Parents I*3304268, Entity Type: , Name of OBA: I PTTEE U/A DTD 05/18/2000 BY J P, Address: Troy, Michigan, 48098, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/12/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*4286276, Entity Type: , Name of OBA: M M P, Address: Troy, Michigan, 48098, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/02/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-30 |
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