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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 05/2026 | Present |
| Michigan State University | East Lansing | MI | 04/2024 | 04/2026 |
| Jackson Financial Services | East Lansing | MI | 09/2024 | 03/2025 |
| Plante Moran | East Lansing | MI | 06/2025 | 08/2025 |
| Ottawa Avenue Private Capital | Grand Rapids | MI | 06/2024 | 08/2024 |
| Michigan State University | East Lansing | MI | 08/2019 | 04/2024 |
| Teds | Spring Lake | MI | 01/2016 | 08/2023 |
| Spring Lake Country Club | Spring Lake | MI | 06/2023 | 08/2023 |
| Bank Of America, N.A. | Grand Rapids | MI | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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