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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 10/2025 | Present |
| Kruse And Muer On Main | Rochester | MI | 08/2017 | 10/2025 |
| Stoney Creek Highschool | Rochester | MI | 09/2016 | 05/2020 |
| Hart Middle School | Rochester Hills | MI | 11/2015 | 09/2016 |
| Continental Cergars Llc | Rochester Hills | MI | 05/2023 | 07/2023 |
| Michigan State University | East Lansing | MI | 09/2020 | 04/2024 |
I*4163265 Entity Type: Fiduciary role Name of OBA: D. M. A. Address: Auburn Hills, Michigan, 48326 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/Parents I*4163266 Entity Type: Fiduciary role Name of OBA: K. A. Address: Macomb, Michigan, 48042 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 01/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-19 |
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