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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 2023-08-01
MI RA APPROVED 2023-07-10
  • TX RA
    APPROVED
    Since 2023-08-01
  • MI RA
    APPROVED
    Since 2023-07-10

Branch Locations

48050 Grand River Ave, Novi, MI 48374 • United States

37801 W 12 Mile Road, Farmington Hills, MI 48331 • United States

8516 W Grand River Ave, Brighton, MI 48116 • 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 Clinton Township MI 06/2021 10/2021
Mden Inc Yipsilanti MI 09/2011 12/2018
Mens Wearhouse Brighton MI 04/2015 09/2018
Fidelity Investments Merrimack NH 11/2021 10/2022
Northwood University Midland MI 08/2016 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 06/2023 Present
Bank Of America, N.A. Novi MI 09/2018 11/2021
Fidelity Investments Farmington Hills MI 10/2022 06/2023
Previous Registrations
  • 2022-09-26 → 2023-06-27
    Fidelity Personal And Workplace Advisors
    South Lyon, MI
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-02
  • S66 Uniform Combined State Law Examination
    2022-02-02
Other Names
  • Jonathon James Kugler
  • Jonathon J Kugler

View on SEC IAPD

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