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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
| TX | RA | APPROVED_RES | 2001-03-14 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
Grandville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc,. | Grand Rapids | MI | 05/2000 | Present |
| Bank Of America, Na | Grand Rapids | MI | 12/2009 | Present |
I*2798276, Entity Type: , Name of OBA: The B Family Asset Protection Trust, Address: Zeeland, Michigan, 49464, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 09/04/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2798291, Entity Type: , Name of OBA: J B, Address: Zeeland, Michigan, 49464, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/15/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2798293, Entity Type: , Name of OBA: J & P B, Address: Zeeland, Michigan, 49464, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 09/04/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2799283, Entity Type: , Name of OBA: P B, Address: Zeeland, Michigan, 49464, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/15/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-09 |
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