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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 2021-09-14
MI RA APPROVED 2020-11-27
  • TX RA
    APPROVED
    Since 2021-09-14
  • MI RA
    APPROVED
    Since 2020-11-27

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • 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 Farmington Hills MI 01/2020 Present
Uhy Farmington Hills MI 09/2018 12/2019
Unemployed Plymouth MI 07/2016 08/2018
Bank Of America N.A. Farmington Hills FL 10/2023 Present
Other Businesses

I*4098272, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J R S IRA FBO J R S , Address: Plymouth, Michigan, 48170, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/13/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: Power of Attorney/Spouse I*4099283, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO J R S RRA FBO J R S, Address: Plymouth, Michigan, 48170, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/13/2026, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties: Power of Attorney/Spouse I*5033272, Entity Type: Fiduciary role Name of OBA: C J, Address: Plymouth, Michigan, 48170, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee Start Date: 07/21/2026, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties: Successor Power of Attorney/In-Laws I*5392269 Entity Type: Fiduciary role Name of OBA: C. J. Address: Plymouth, Michigan, 48170 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/13/2026 Number of Hours: 2, Yearly Number of Hours during trading: 1, Yearly Duties: Successor Trustee/In-Laws

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-24
  • S66 Uniform Combined State Law Examination
    2020-11-24
Other Names
  • Meysha Moutzalias

View on SEC IAPD

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