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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
| TX | RA | APPROVED_RES | 1997-12-15 |
Branch Locations
3030 Cross Creek Pkwy, Auburn Hills, MI 48326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | MI | 01/1996 | Present |
| Bank Of America,Na | Auburn Hills | MI | 11/2009 | Present |
I*3071267 Entity Type: Entity For Profit Name of OBA: JSM Aviation LLC Address: Rochester Hills, Michigan, 48309 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/08/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Private Pilot General Aviation This LLC, 100% owned by me, holds one airplane primarily for my use but I may allow the plane to be leased out to other private pilots.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-05 |
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