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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| MI | RA | APPROVED | 2017-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 03/2017 | Present |
| Fifth Third Bank | Detroit | MI | 05/2008 | 03/2017 |
| Bank Of America, N.A. | Dearborn | MI | 04/2017 | Present |
I*103828 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ST. JOHN HOSPITAL GUILD INVESTMENT RELATED: N ADDRESS OF BUSINESS: DETROIT, MICHIGAN 48236 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/2/2009 NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SIT ON ADVISORY BOARD RAISING FUNDS FOR THE HOSPITAL I*124136 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. John and Providence Foundation Investment related: N Address of business: Detroit, Michigan 48236 Nature of business: Corporation, Position, title, association: Advisory Board Member, Start date of relationship: 9/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Foundation Board Members will have ultimate responsibility for fundraising and stewardship direction and decisions for Ascension St. John
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-17 |
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