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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-06 |
| MI | RA | APPROVED | 2023-02-03 |
Branch Locations
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, Pierce, Fenner & Smith Incorporated | Troy | MI | 03/2016 | 11/2016 |
| Morgan Stanley | Bloomfield Hills | MI | 03/2017 | 11/2022 |
| Unemployed | Troy | MI | 12/2016 | 02/2017 |
| Merrill Lynch | Saginaw | MI | 11/2022 | Present |
| Bank Of America N.A. | Saginaw | MI | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-16 |
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