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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-10-14 |
| TX | RA | APPROVED_RES | 1994-08-11 |
Branch Locations
8121 Trillium Circle Ave, Grand Blanc, MI 48439 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 03/1992 | Present |
| Bank Of America, N.A. | Grand Blanc | MI | 03/2017 | Present |
I*25335 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BISHOP INTERNATIONAL AIRPORT AUTHORITY BOARD INVESTMENT RELATED: NO ADDRESS OF BUSINESS: FLINT, MICHIGAN 48507-3183 POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER START DATE OF RELATIONSHIP: 07/13/2009 NUMBER OF HOURS DEVOTED: 10 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE NO CONTROL OF FUNDS. IN CAPACITY OF FINANCE COMMITTEE MEMBER I REVIEW, WITH OTHER MEMBERS, THE ANNUAL BUDGET AND THE MONTHLY FINANCIALS. WE HAVE NO AUTHORITY AS A COMMITTEE AND CANNOT MAKE RECOMMENDATIONS TO THE FULL BOARD. I*: 2646258 Entity Type: Co-Op, Freehold, HOA Name of OBA: Northridge HOA Address: Auburn Hills, MI 48326 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/12/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Serve on the HOA board as a director. Approve homeowner plans for home modifications and landscaping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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