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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-15 |
| MI | RA | APPROVED | 2010-05-12 |
| OH | RA | APPROVED | 2008-02-26 |
Branch Locations
3030 Cross Creek Pkwy, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Auburn Hills | MI | 12/2007 | Present |
| Bank Of America,Na | Auburn Hill | MI | 12/2009 | Present |
I*220For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: Address of business:Rochester, Michigan 48307Nature of business: ,Position, title, association: , Start date of relationship: 4/3/2017Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties: I*131910For profit or not for profit: For-Profit OrganizationName of outside business organization: Sage Scientific 2 LLCInvestment related: NAddress of business: Detroit, Michigan 48207Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 7/1/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: My husband and I are buying the inventory from his Uncle's estate of a vitamin and mineral business. Online sales and distributions. I*481048, Entity Type: , Name of OBA: City of Rochester, Address: Rochster, Michigan, 48307, Investment Related: N, Position, Title, Association: Other, Employee State Date: 11/23/2021, No Hours: 6 Monthly, No Hours during Trading: 1 Monthly, Duties: 4 year term elected official for the City of Rochester. There are 7 members of the council including the Mayor and Mayor Pro Tem that are elected by the council annually. City Council supports the work of the City Manager and Staff of the city to run the city of Rochester. City Council is the policy board for the City Manager. The Mayor leads the Council. The Mayor has one vote and NO veto power. Each year the Council elects a Mayor and Mayor Pro Tem for a one year term. The citizens elect the council members. All members of council (including Mayor) have 1 vote. The Mayor is the figurehead for the City and similar to the a Board Chairman is the Chair of the Council Meetings. The Mayor has no independent financial authority. I was elected Mayor by the Council for a 1 year term 12/2024 - 12/2025. I have served as the Mayor Pro Tem since 2021. Main responsibility is to run the council meetings 2x month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-14 |
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