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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-19 |
| TX | RA | APPROVED | 2014-12-08 |
| MI | RA | APPROVED | 2010-10-14 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
Summerland Key, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 10/2010 | Present |
| Bank Of America, N.A. | Troy | MI | 05/2011 | Present |
I*532262, Entity Type: Entity For Profit, Name of OBA: MKG Ventures LLC, Address: Bloomfield Hills, Michigan 48304, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 10/04/2021, No Hours: 0, No Hours during trading: 0, Duties: Entity created for purposes of making an outside investment I*3094285, Entity Type: , Name of OBA: Flint Rainbow Club, Address: baldwin, Michigan, 49304, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 12/01/2025, No Hours: 3 Yearly, No Hours during Trading: 0 Yearly, Duties: general board member, 2 meetings a year to discuss general club maintenance, Private fishing club
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2005-12-06 |
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