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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2016-10-31 |
| MI | RA | APPROVED | 2016-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 06/2016 | Present |
| Bank Of America, N.A. | Farmington Hills | MI | 08/2016 | Present |
I*2038283, Entity Type, Entity Charitable, Name of OBA: East Lansing Rotary, Address: East Lansing, MI, 48826, Investment Related: No, Position, Title, Association: Fundraising Committee, Co-Chair, Employee Start Date: 11/05/2024, No Hours: 10hrs/Ann, No Hours during trading: 1, Duties: I would be acting as co-chair of my Rotary group's golf committee. This committee organizes an annual golf outing, which raises funds for the East Lansing high school students. No monetary transactions would occur through me. I would not be handling funds, but acting in the organization and finding of sponsors/donors for the cause.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
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