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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-10 |
| MI | RA | APPROVED | 2020-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 11/2013 | 10/2019 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2019 | 01/2020 |
| Concorde Asset Management, Llc | Livonia | MI | 10/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 02/2020 | Present |
| Bank Of America, N.A. | Ann Arbor | MI | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
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