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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-10-22 |
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Lansing | MI | 09/2010 | Present |
| Bank Of America, N.A. | East Lansing | MI | 04/2011 | Present |
I*128865 For profit or not for profit: Non-Profit Organization Name of outside business organization: Holy Cross Services Investment related: No Address of business: Lansing, Michigan 48912 Position, title, association: Committee Member Start date of relationship: 12/10/2019 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Entity provides services to homeless population. My activity is inviting people to fundraiser event - "Homeless No More" I*131276 For profit or not for profit: Non-Profit Organization Name of outside business organization: Holy Cross Services Investment related: No Address of business: Saginaw, Michigan 48601 Position, title, association: Advisory Board Member Start date of relationship: 07/01/2020 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: board member for Holy Cross Services, and chair to the Lansing advisory committee I*44244 For profit or not for profit: For-Profit Organization Name of outside business organization: Coots, LLC Investment related: No Address of business: DeWitt, Michigan 48820 Position, title, association: Family Held, Start date of relationship: 8/17/2011 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: My wife is the sole member of the LLC. she is looking at re-engaging in real estate. Had used the accounts previously for a rental condo. I*: 2929268 Entity Type: Charitable Name of OBA: The Nest Address: Lansing, MI 48933 Investment Related: No Position, Title, Association: Board member Employee Start Date: 10/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 1 hr mthly Duties: Board member The Nest is a newly formed shelter for the homeless. It will operate as a 501c3, not for profit, serving the Lansing area.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-19 |
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