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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-01-13 |
| IN | RA | APPROVED | 2020-12-16 |
| TX | RA | APPROVED | 2017-11-29 |
| IL | RA | APPROVED | 2017-11-27 |
Branch Locations
39577 Woodward Ave Pbig - Troy, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 07/2017 | Present |
| Michigan State University | East Lansing | MI | 01/2013 | 05/2017 |
| Bank Of America, N.A. | Chicago | IL | 10/2017 | Present |
I*112887 For profit or not for profit: Non-Profit Organization Name of outside business organization: E William and France Kenyon Foundation Investment related: N Address of business: Vero Beach, Florida 32963 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 3/5/2016 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am one of the directors for a non-profit foundation tasked with finding charitable organizations to donate to. Our emphasis is on religion, children, literacy, and animals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-25 |
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