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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-15 |
| MI | RA | APPROVED | 2017-12-12 |
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 | Muskegon | MI | 08/2017 | Present |
| Michigan State University | East Lansing | MI | 08/2013 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Muskegon | MI | 05/2016 | 08/2017 |
| Bank Of America, N.A. | Muskegon | MI | 11/2017 | Present |
I*2562295, Entity Type: , Name of OBA: K L M RRA FBO K L M, Address: Spring Lake, Michigan, 49456, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/16/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-06 |
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