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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-22 |
| MI | RA | APPROVED | 2021-10-19 |
Branch Locations
2501 Coolidge Rd, East Lansing, MI 48823 • United States
Laingsburg, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services Inc | Okemos | MI | 09/2015 | 09/2021 |
| Eagle Eye Golf Club | Bath Twp | MI | 04/2013 | 04/2017 |
| Michigan State University | East Lansing | MI | 05/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lansing | MI | 09/2021 | Present |
| Bank Of America N.A. | East Lansing | MI | 10/2022 | Present |
I*2207276, Entity Type: Entity Charitable, Name of OBA: Laingsburg Alumni Legacy Association, Address: Haslett, Michigan, 48840, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/24/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Board Member to help in selection of award scholarship candidates. Also help in fundraising to pay new scholarship funds for recent Laingsburg graduates attending college or trade schools. I*2834293 Entity Type: N/A Name of OBA: Laingsburg Community Schools School Board Address:LAINGSBURG Michigan Investment Related:No Position, Title, Association:Board Member Start Date:09/09/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:To support public education programs and to meet desires of its residents, with obligation to use best judgement to approve procedures for carrying out responsibility of the board. Maintain two-way communications with citizens of the District. Keep them informed of the progress and problems of the School District. Acting as a member of the board to provide guidance on meeting board objectives to support the school district.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
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