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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 | 2009-11-24 |
| OH | RA | APPROVED | 2008-08-06 |
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 | Bloomfield Hills | MI | 05/2006 | Present |
| Bank Of America, N.A. | Troy | MI | 04/2011 | Present |
I*3828273Entity Type: Fiduciary roleName of OBA: S. J. I. Living TrustAddress: Palm Beach, Florida, 33480Investment Related: NoPosition, Title, Association: Successor TrusteeEmployee Start Date: 02/23/2026Number of Hours: 5, YearlyNumber of Hours during trading: 0Duties: Successor Trustee/Cousin I*3706269 Entity Type: Name of OBA: Detroit Athletic Club Address: Detroit, Michigan, 48226 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/05/2026 Number of Hours: 5, Yearly Number of Hours during trading: 3, Yearly Duties: Enrich peoples lives through meaningful connections. It offers members and guests exclusive access to leading sports, entertainment, and culture in Metro Detroit Help consult on finance of the club for the year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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