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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| MI | RA | APPROVED | 2026-03-12 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
Rochester, MI • United States
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 10/2021 | 10/2024 |
| Bank Of America | Bloomfield Hills | MI | 08/2015 | 01/2019 |
| Merrill Lynch Pierce Fenner & Smith | Troy | MI | 01/2019 | 07/2020 |
| Merrill Lynch Pierce Fenner & Smith | Troy | MI | 07/2020 | 10/2021 |
| Oakland Community College | Auburn Hills | MI | 08/2020 | 05/2021 |
| Morgan Stanley | Rochester | MI | 10/2024 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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