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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 2009-07-02 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/1994 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 01/2016 | Present |
I*1388261 For profit or not for profit: Entity Charitable Name of outside business organization: bloomfield hills schools Investment related: N Address of business: bloomfield hills, Michigan, 48302, United States Nature of business: ["School, College or University"] Position, title, association: ["Employee"], Start date of relationship: 3/1/2024 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: , coaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-10 |
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