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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 | 2006-09-22 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Livonia | MI | 04/1995 | Present |
| Bank Of America, Na | Farmington Hills | MI | 12/2009 | Present |
I*134511 For profit or not for profit: For-Profit Organization Name of outside business organization: MJR 1 LLC Investment related: Y Address of business: Hilton Head, South Carolina 29928 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 11/2/2020 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Our attorney asked us to establish it for liability protection on the existing house listed in the AIM. That is the sole purpose. our tasks are the same as before. All activity is handled by our rental company I*134898 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Property Investment related: N Address of business: Savannah, Georgia 29928 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/1/2021 Number of hours devoted: 5 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Home that we own in Savannah that we have decided to rent until retirement. All activities are outsourced to a property manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-14 |
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