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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-07 |
| OH | RA | APPROVED | 2007-07-11 |
| TX | RA | APPROVED_RES | 1984-04-28 |
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 | 01/1992 | Present |
| Bank Of America, N.A. | Troy | MI | 04/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ST. NICHOLAS GREEK ORTHODOX CHURCH INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 760 W. WATTLES ROAD, TROY, MICHIGAN 48098 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/22/2014 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NON-VOTING PARTICIPANT OF THE CHURCH INVESTMENT COMMITTEE. INVESTMENTS CONSTITUTE THE GENERAL FUND, ENDOWMENT FUND, BUILDING FUND AND SCHOLARSHIP FUND. AN RIA WITH PLANTE MORAN MANAGES AND CUSTODIANS THE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-09 |
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