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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-31 |
| MI | RA | APPROVED | 2021-06-14 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 10/2020 | Present |
| Bank Of America | Independence | MO | 08/2019 | 10/2020 |
| Cerner Corporation | Kansas City | MO | 06/2017 | 08/2019 |
| Western Kentucky University | Bowling Green | KY | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Troy | MI | 12/2020 | Present |
I*416385 For profit or not for profit: For Profit Name of outside business organization: The Brown Organization Investment related: No Address of business: Grand Blanc, Michigan, 48439 Nature of business: Limited Liability Company Position, title, association: Owner Start date of relationship: 5/1/2021 Number of hours devoted: 10 hours Monthly Number of hours devoted during trading hours: 0 Duties: This LLC is the parent company of my sports podcast titled, "Locker Room Talk." We talk about sports and make recommendations on fantasy sports. I*: 2187299 Entity Type: Governmental Name of OBA: Grand Blanc Township Address: Grand Blanc, MI 48439 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/13/2025 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: The trustees are members of the township board with an equal vote in legislative decisions within the jurisdiction of the township board. The trustee has the responsibility to attend township board meetings and participate in decisions and deliberations. Trustees should be given an opportunity to investigate and study important decisions before voting. I*4656267 Entity Type: Not for Profit Name of OBA: Western Kentucky Young Alumni Council Address: Bowling Green, Kentucky, 42101 Investment Related: No Position, Title, Association: Employee Start Date: 07/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Alumni engagement council. We put on events for students and alumni. This includes football games, basketball games, and dinners where we give advice to students. Council Member - I vote on events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
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