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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-08 |
| TX | RA | APPROVED_RES | 1993-11-22 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 10/1990 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 12/2009 | Present |
I*62672 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BROTHER RICE HIGH SCHOOL INVESTMENT RELATED: N ADDRESS OF BUSINESS: BLOOMFIELD, MICHIGAN 48301 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, COACH START DATE OF RELATIONSHIP: 11/1/2012 NUMBER OF HOURS DEVOTED: 72 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HIGH SCHOOL HOCKEY PROGRAM, DEVELOP THE PLAYERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-23 |
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