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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-12-22
MI RA APPROVED 2010-05-12
IN RA APPROVED 2005-03-31
  • TX RA
    APPROVED_RES
    Since 2017-12-22
  • MI RA
    APPROVED
    Since 2010-05-12
  • IN RA
    APPROVED
    Since 2005-03-31

Branch Locations

39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States

Troy, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 12/2004 Present
Bank Of America,Na Bloomfield Hills MI 11/2009 Present
Other Businesses

I*1373256 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Troy, Michigan, 48098, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/1/2023 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-30
  • S66 Uniform Combined State Law Examination
    2005-03-30

View on SEC IAPD

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