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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-07 |
| OH | RA | APPROVED | 2007-07-26 |
| TX | RA | APPROVED_RES | 2001-01-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portage | MI | 09/1999 | Present |
| Bank Of America, N.A. | Portage | MI | 11/2009 | Present |
I*: 2431297 Entity Type: Charitable Name of OBA: LaGrave Christian Reformed Church Address: Grand Rapids, MI 49503 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 05/04/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Church Council
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-08 |
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