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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
| TX | RA | APPROVED_RES | 1998-05-19 |
Branch Locations
290 Town Center Dr, Dearborn, MI 48126 • United States
Grosse Pointe, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Detroit | MI | 06/1994 | Present |
| Bank Of America, N.A. | Dearborn | MI | 04/2011 | Present |
I*2469313, Entity Type: , Name of OBA: Grosse Pointe South Band and Orchestra Board, Address: Grosse Pointe, Michigan, 48236, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/05/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I was asked to fill the Member at Large position. This is a volunteer position. The goal of this group is to organize student activities and and fundraisers for the band and orchestra. We organize concerts and promote the groups fundraising. I will not have access to any funds. I was asked to fill in and help the social communication director with activities. And volunteer my time to set up for the fundraising activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-09 |
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