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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-01 |
| MI | RA | APPROVED | 2012-12-18 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
Spring Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/2012 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 04/2013 | Present |
I*1942280 , Entity Type, Name of OBA: Power of Attorney, Successor Trustee Address:Delray Beach, Florida, 33445 Investment Related: No Position, Title, Association:Successor Trustee Employee Start Date: 8/8/2024 No Hours: No Hours during trading: Duties: Trustee for non - immediate family (Uncle) I*1942282 , Entity Type, Name of OBA: Power of Attorney, Successor Trustee Address:Delray Beach, Florida, 33445 Investment Related:No Position, Title, Association: Successor Trustee Employee Start Date: 8/8/24 No Hours: No Hours during trading: Duties: Power of Attorney, Successor Trustee for non-immediate family (Aunt)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-15 |
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