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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-02-09
MI RA APPROVED 2015-12-07
  • TX RA
    APPROVED_RES
    Since 2017-02-09
  • MI RA
    APPROVED
    Since 2015-12-07

Branch Locations

39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield MI 11/2015 Present
Bank Of America, N.A. Bloomfield Hills, MI 05/2016 Present
Previous Registrations
  • 2014-08-04 → 2015-12-02
    Msi Financial Services, Inc.
    Southfield, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-03
S63 Uniform Securities Agent State Law Examination 2010-03-11
  • S65 Uniform Investment Adviser Law Examination
    2014-07-03
  • S63 Uniform Securities Agent State Law Examination
    2010-03-11
Other Names
  • Bryan Kohn

View on SEC IAPD

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