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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-06-17 |
| TX | RA | APPROVED | 2013-06-14 |
Branch Locations
8121 Trillium Circle Ave, Grand Blanc, MI 48439 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Waterford | MI | 04/2008 | Present |
| Bank Of America, N.A. | Grand Blanc | MI | 07/2011 | Present |
I*76066 ENTITY TYPE: HOME RENTAL INVESTMENT RELATED: NO ADDRESS OF BUSINESS: FENTON, MICHIGAN 48430 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 11/1/2014 NUMBER OF HOURS DEVOTED: 12 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM LOOKING TO RENT OUT A HOME AT THE ABOVE ADDRESS I*3186280 Entity Type: Name of OBA: Waycoffee Address: Fenton, MI 48430 Investment Related: No Position, Title, Association: Employee Start Date: 12/06/2025 Number of Hours: 8, Monthly Number of Hours during trading: 0 Duties: Job training helping organizing event, work with fundraisers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-01 |
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