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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-14 |
| MI | RA | APPROVED | 2020-11-27 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
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