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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-05-10 |
| TX | RA | APPROVED_RES | 2007-12-13 |
| OH | RA | APPROVED | 2007-10-09 |
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 | Detroit | MI | 05/2001 | Present |
I*88883 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT PROPERTY INVESTMENT RELATED: NO ADDRESS OF BUSINESS: CLINTON TOWNSHIP, MICHIGAN 48036 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 12/4/2015 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I PURCHASED A CONDOMINIUM AS AN "INVESTMENT PROPERTY". THE PROPERTY ITSELF AND LOAN HAD TO BE CLASSIFIED AS AN INVESTMENT PROPERTY BECAUSE IT IS NOT MY PRIMARY RESIDENCE. IN CONCLUSION, THE INVESTMENT PROPERTY IS ACTUALLY JUST BEING PURCHASED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
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