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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-12 |
| MI | RA | APPROVED | 2016-09-09 |
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 | Bloomfield Hills | MI | 08/2016 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 09/2016 | Present |
I*102688 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHILD SAFE MICHIGAN INVESTMENT RELATED: NO ADDRESS OF BUSINESS: ROYAL OAK, MICHIGAN 49073 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 2/20/2017 NUMBER OF HOURS DEVOTED: 4 HOURS QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHILD SAFE MICHIGAN PROVIDES EXPERT, COMPREHENSIVE SERVICES IN SOUTHEAST MICHIGAN SO THAT CHILDREN WHO ARE IMPACTED BY ABUSE AND NEGLECT ARE ABLE TO MAKE UNIQUE CONTRIBUTIONS IN THEIR COMMUNITIES. I*: 2241257 For profit or not for profit: Name of outside business organization: Financial and Estate Planning Council of Metro Detroit Investment related: No Address of business: Livonia, MI 48152 Position, title, association: Member Start date of relationship: 01/2023 Number of hours devoted: 2 hours annually Number of hours devoted during trading hours: 0 Duties: Member, attend meetings. No responsibilities at all.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-22 |
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