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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-01 |
| TX | RA | APPROVED_RES | 1999-08-31 |
Branch Locations
380 W Western Ave, Muskegon, MI 49440 • United States
250 Monroe Ave Nw, Grand Rapids, MI 49503 • 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 | Muskegon | MI | 09/1997 | Present |
| Bank Of America, N.A. | Muskegon | MI | 01/2010 | Present |
I*79169 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LANDLORD OF CANAAN PROPERTIES INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 287 BOULDER DR, NORTON SHORES, MICHIGAN 49441 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/1/1998 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LANDLORD OF 3 RENTAL DUPLEX HOMES. 6 RENTAL UNITS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-20 |
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