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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-25
MI RA APPROVED 2026-01-03
  • TX RA
    APPROVED
    Since 2026-03-25
  • MI RA
    APPROVED
    Since 2026-01-03

Branch Locations

28746 Woodward Ave, Royal Oak, MI 48067 • United States

121 N Wayne Rd, Westland, MI 48185 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 09/2025 Present
Lazio Search Group Aurburn Hills MI 12/2023 09/2025
Benzinga Detroit MI 06/2021 11/2023
Jp Morgan Chase Louisville KY 09/2004 06/2021
Bank Of America, N.A. Farmington Hills MI 12/2025 Present
  • 09/2025 → Present
    Farmington Hills, MI
  • 12/2023 → 09/2025
    Lazio Search Group
    Aurburn Hills, MI
  • 06/2021 → 11/2023
    Benzinga
    Detroit, MI
  • 09/2004 → 06/2021
    Jp Morgan Chase
    Louisville, KY
  • 12/2025 → Present
    Bank Of America, N.A.
    Farmington Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-02
S63 Uniform Securities Agent State Law Examination 2004-11-12
  • S66 Uniform Combined State Law Examination
    2026-01-02
  • S63 Uniform Securities Agent State Law Examination
    2004-11-12

View on SEC IAPD

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