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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
| MI | RA | APPROVED | 2010-09-27 |
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 | Troy | MI | 09/1991 | Present |
| Bank Of America, N.A. | Troy | MI | 12/2009 | Present |
I*133141 For profit or not for profit: Non-Profit Organization Name of outside business organization: Grosse Pointe Farms Foundation Investment related: N Address of business: Grosse Pointe Farms, Michigan 48236 Nature of business: Charitable Organization, Position, title, association: Officer, Start date of relationship: 6/8/2021 Number of hours devoted: 20 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Chairman.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-14 |
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