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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-05-03 |
| FL | RA | APPROVED | 2017-12-22 |
| TX | RA | APPROVED_RES | 2015-03-09 |
| CT | RA | APPROVED | 2008-03-08 |
Branch Locations
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
Whitehall, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New Haven | CT | 11/2007 | Present |
| Bank Of America, N.A. | Westport | CT | 05/2011 | Present |
I*102716 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EAST GRAND RAPIDS SCHOOLS FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: GRAND RAPIDS, MICHIGAN 49506 NATURE OF BUSINESS: OTHER,FUNDRAISING POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 2/1/2017 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: CLASS OF 1977 REUNION CHAIRPERSON AND FUNDRAISING RESPONSIBILITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-29 |
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