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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-15
MI RA APPROVED 2024-06-18
  • TX RA
    APPROVED
    Since 2024-07-15
  • MI RA
    APPROVED
    Since 2024-06-18

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Homemaking Novi MI 06/2009 02/2020
Novi Community School District -Novi Woods Elementary Novi MI 09/2017 02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 02/2020 Present
Kirklands Novi MI 10/2016 04/2017
  • 06/2009 → 02/2020
    Homemaking
    Novi, MI
  • 09/2017 → 02/2020
    Novi Community School District -Novi Woods Elementary
    Novi, MI
  • 02/2020 → Present
    Farmington Hills, MI
  • 10/2016 → 04/2017
    Kirklands
    Novi, MI
Previous Registrations
Other Businesses

I*: 943253Name of the other business None - It is a Rental Property held in joint name of Jodi & Todd Goodhew (spouse)Whether the business is investment-related Property is held for long term appreciation (investment) Address of the other business Novi, MI 48375Nature of the other business Rental Property Your positionJoint Owner Title, or relationship with the other business Joint owner Start date of your relationship8/2021. Approximate number of hours/month you devote to the other business Under 4 hours per year Number of hours you devote to the other business during securities trading hours None Briefly describe your duties relating to the other businessI pay for services such as lawn care, call for contractor if something goes wrong, record rent & expenses on my taxes. We have a long term renter. Their intention is to rent from me for the next 4-5 years. I*2305273, Entity Type: Fiduciary role Name of OBA: D K and J K Trust , Address: Novi, Michigan, 48375, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Apr-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: POA/Parents I*2306260, Entity Type: Fiduciary role Name of OBA: D K, Address: Novi, Michigan, 48375, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07-Apr-2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: POA/Parents I*4462265 Entity Type: Fiduciary role Name of OBA: D. A K. TTEE U/A DTD 03/29/2017 BY D. A K. ET AL Address: Novi, Michigan, 48375 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/20/2026 Number of Hours: 2, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-17
S65 Uniform Investment Adviser Law Examination 2000-02-28
S63 Uniform Securities Agent State Law Examination 1995-02-23
  • S66 Uniform Combined State Law Examination
    2024-06-17
  • S65 Uniform Investment Adviser Law Examination
    2000-02-28
  • S63 Uniform Securities Agent State Law Examination
    1995-02-23
Other Names
  • Jodi Lynn Goodhew
  • Jodi Lynn Knaus

View on SEC IAPD

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