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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-15 |
| MI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| 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 |
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