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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-22 |
| MI | RA | APPROVED | 2014-07-29 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
South Lyon, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 04/2014 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 06/2020 | Present |
| Bank Of America, N.A. | Troy | MI | 08/2020 | Present |
I*2026435, Entity Type, Name of OBA: Tanglewood Golf Community, Address: Ann Arbor, MI, 48103, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 10/01/2024, No Hours: 20hrs/Ann, No Hours during trading: 0, Duties: Community Homeowner's Association, I will be a secretary on the board. I have the basic duties of a secretary, send out meeting reminders, documents, record meeting minutes, and i work with the president on agendas, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-24 |
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