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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| MI | RA | APPROVED | 2012-03-08 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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 | 02/2012 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 03/2012 | Present |
I*435161 Entity Type: Charitable Name of OBA: St. Joseph Catholic Church Address: Lake Orion, Michigan, 48362 Investment Related: No Position, Title, Association: Other Employee Start Date: 10/28/2025 Number of Hours: 4, Yearly Number of Hours during trading: 0 Duties: Faith Based Advisory committee and distributor of information. I*942281For profit or not for profit: Charitable Name of outside business organization: (CYO) of Detroit Investment related: N Address of business: Detroit, Michigan Position, title, association: ["Board Member"], Start date of relationship: 9/1/2022Number of hours devoted: 4 hours Monthly Number of hours devoted during trading hours: 2 Duties: Consulting position as a member of the Board of Trustees I*: 351985Entity Type: Charitable Name of OBA: Archdiocese of Detroit Address: Detroit, MI Investment Related: No Position, Title, Association: Committee Employee Start Date: 12/04/2014Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: This board is a sounding committee for the Archbishop to conduct business and develop decisions that would affect its members. All decisions, topics and discussions on this board will not be related to its investments. I*4350266 Entity Type: Fiduciary role Name of OBA: MR D. J. G. TTEE MRS E. A G. TTEE U/A DTD 07/11/2017 Address: Lake Orion, Michigan, 48360 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/08/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
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