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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-06-17
TX RA APPROVED 2013-06-14
  • MI RA
    APPROVED
    Since 2013-06-17
  • TX RA
    APPROVED
    Since 2013-06-14

Branch Locations

8121 Trillium Circle Ave, Grand Blanc, MI 48439 • United States

Clarkston, 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 Waterford MI 04/2008 Present
Bank Of America, N.A. Grand Blanc MI 07/2011 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-13
S63 Uniform Securities Agent State Law Examination 2005-03-01
  • S66 Uniform Combined State Law Examination
    2013-06-13
  • S63 Uniform Securities Agent State Law Examination
    2005-03-01
Other Names
  • Michael P Lowther

View on SEC IAPD

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