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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-06-28 |
| MI | RA | APPROVED | 2010-05-12 |
| OH | RA | APPROVED | 2008-10-01 |
Branch Locations
3030 Cross Creek Pkwy, Auburn Hills, MI 48326 • United States
Washington, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Auburn Hills | MI | 09/2008 | Present |
| Bank Of America,Na | Auburn Hills | MI | 12/2009 | Present |
I*: 2231274 Entity Type: Charitable Name of OBA: Oakland University Address: Rochester, MI 48309 Investment Related: No Position, Title, Association: Golf Committee member Employee Start Date: 03/21/2025 Number of Hours: 1 hr mrhly Number of Hours during trading: 1 hr mthly Duties: Golf Committee member I*5240268 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FBO M. A P. DECD IRA FBO M. A P. REV. TR Address: Washington, Michigan, 48094 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/07/2026 Number of Hours: 4, Yearly Number of Hours during trading: 4, Yearly Duties: Successor Trustee/Cousin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-08 |
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