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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-12 |
| TX | RA | APPROVED | 2003-01-17 |
| IN | RA | APPROVED | 2002-11-11 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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 | Farmington Hills | MI | 04/2001 | Present |
| Bank Of America N.A. | Farmington Hills | MI | 06/2011 | Present |
I*818245For profit or not for profit: Name of outside business organization: Glioblastoma ResearchInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I will helping with a golf outing for the purpose of raising money for Glioblastoma Research. I*1980267, Entity Type Entity Charitable, Name of OBA: Grosse Pointe Symphony Orchestra Address: Grosse Pointe FarmsMichigan48236 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/05/2024 No Hours: 1 monthly No Hours during trading:0 Duties: GPSO is a community orchestra. I will help them with organization and promoting attendance at concerts. I volunteer with them as a pro bono cellist currently, and they have asked me to join the Board in a non paid capacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-06 |
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