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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-16 |
| MI | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 10/2019 | Present |
| University Of Michigan | Ann Arbor | MI | 08/2013 | 10/2019 |
| Josnoe Medical | Chelsea | MI | 09/2018 | 03/2019 |
| Lumenyst, Llc | Dexter | MI | 01/2014 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 05/2018 | 04/2019 |
| Distinguishme, Llc | Ann Arbor | MI | 08/2015 | 03/2018 |
| Bank Of America, N.A | Ann Arbor | MI | 11/2019 | Present |
I*114871 For profit or not for profit: For-Profit Organization Name of outside business organization: Lumenyst, LLC Investment related: N Address of business: Dexter, Michigan 48130 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 8/1/2013 Number of hours devoted: 5 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am the sole owner of this LLC through which I have done consulting work over the past several years. I worked with companies to develop and implement technology innovation strategies, but have ceased those operations. I*405078 Entity Type: N/A Name of OBA: Univ. of Michigan Tauber Institute Alumni Board Address: Ann Arbor, Michigan, 48109-1234 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/15/2020 No Hours: 5 No Hours during trading: 1 Duties: Serve as a general member of the Tauber Alumni Board (TAB). The mission of the TAB is to foster a lifelong relationship among Tauber alumni, students and faculty through events, programs, and outreach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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