Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-08
MI RA APPROVED 2020-01-23
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • MI RA
    APPROVED
    Since 2020-01-23

Branch Locations

250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States

380 W Western Ave, Muskegon, MI 49440 • 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 Muskegon MI 03/2019 Present
Michigan State University East Lansing MI 08/2013 12/2018
Cutco East Lansing MI 04/2016 08/2017
Multi State Insurance Grand Haven MI 08/2016 06/2018
Terra Firma Management Grand Haven MI 07/2018 03/2019
Michigan Salted Grand Haven MI 01/2018 03/2019
Bank Of America, N.A. Muskegon MI 06/2019 Present
  • 03/2019 → Present
    Muskegon, MI
  • 08/2013 → 12/2018
    Michigan State University
    East Lansing, MI
  • 04/2016 → 08/2017
    Cutco
    East Lansing, MI
  • 08/2016 → 06/2018
    Multi State Insurance
    Grand Haven, MI
  • 07/2018 → 03/2019
    Terra Firma Management
    Grand Haven, MI
  • 01/2018 → 03/2019
    Michigan Salted
    Grand Haven, MI
  • 06/2019 → Present
    Bank Of America, N.A.
    Muskegon, MI
Other Businesses

For profit or not for profit: For Profit Name of outside business organization: Michigan Salted Investment related: No Address of business: Grand Haven, MI Position, title, association: Help with some digital marketing and web store Start date of relationship: 1/1/2018 Number of hours devoted: Less than 5 hours a month Michigan Salted is my mom's small business. She sells a cooking seasoning salt and I occasionally help her out. I rarely do anything for her but when I do she does pay me a little bit.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-07
  • S66 Uniform Combined State Law Examination
    2019-12-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor