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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-07-18 |
Branch Locations
8121 Trillium Circle Ave, Grand Blanc, MI 48439 • 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 | 02/2008 | 05/2019 |
| Bofa Securities, Inc. | New York | MI | 05/2019 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-31 |
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