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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-31 |
| MI | RA | APPROVED | 2023-01-11 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 06/2019 | 12/2022 |
| Pnc Bank | Wheaton | IL | 12/2018 | 06/2019 |
| Jae Monet | Lebanon | IN | 04/2018 | 04/2019 |
| Enterprise Holdings Inc | Lafayette | IN | 01/2017 | 03/2018 |
| Holiday Inn - City Centre | Lafayette | IN | 08/2016 | 12/2016 |
| Purdue University | West Lafayette | IN | 01/2012 | 12/2016 |
| Bank Of America, N.A. | Oak Brook | IL | 09/2019 | 12/2022 |
| Morgan Stanley | Birmingham | MI | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-10 |
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