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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-05 |
| MI | RA | APPROVED | 2010-09-30 |
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 | 09/2010 | Present |
| Bank Of America, N.A. | East Lansing | MI | 06/2011 | Present |
I*2067264, Entity Type Fiduciary, Name of OBA: D W M Irrev Trust Address: Lansing, Michigan, 48917 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 28/Oct/2024 No Hours: 1 hr Yearly No Hours during trading: 0 Duties: Trustee for Parents I*: 2498290 Entity Type: Fiduciary Name of OBA: MLPF& S CUST FPO C. E M. IRA FBO C. E M. Address: Pentwater, MI 49449 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/28/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Power of Attorney for In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-22 |
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