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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| MI | RA | APPROVED | 2010-07-20 |
| OH | RA | APPROVED | 2004-11-16 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 03/1998 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 05/2015 | Present |
I*: 2487271Entity Type: For ProfitName of OBA: LegatoAddress: Colorado Springs, CO 80920Investment Related: NoPosition, Title, Association: Consultant/Independent ContractorEmployee Start Date: 05/30/2025Number of Hours: 5 hrs wklyNumber of Hours during trading: 0Duties: This is aligned with my prior OBA request for my LLC, Calm Current Travel LLC. This company provides the tools and credentials a travel advisor would need to book travel. They also do all of the commission tracking and payouts for any travel I would book in the future for myself, family and friends.I*: 2929292Entity Type: Fiduciary rioleName of OBA: I. G. S.Address: Rochester Hills, MI 48309Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 9/30/2025Number of Hours: 8 hrs annuallyNumber of Hours during trading: 0 Duties: Power of Attorney /Child/GrandchildI*3320276, Entity Type: Entity For Profit, Name of OBA: WorldVia Travel Network, Address: Rosewell, Georgia, 30076, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 12/22/2025, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Independent Contractor, Host Agency I*4605275 Entity Type: Entity For Profit Name of OBA: She's Grown Collective LLC Address: Rochester Hills, Michigan, 48309 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/26/2026 Number of Hours: 20, Monthly Number of Hours during trading: 0, Monthly Duties: Women's community, media, and retreat experiences focused on personal development and connection. Owner I*2433278 Entity Type: Entity For Profit Name of OBA: Calm Currents Travel LLC Address: Rochester Hills, Michigan, 48309 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/14/2025 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: Travel planning services owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
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