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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-28 |
| MI | RA | APPROVED | 2015-11-16 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
Southgate, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Livonia | MI | 10/2015 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Livonia | MI | 10/2015 | Present |
I*119480 For profit or not for profit: Non-Profit Organization Name of outside business organization: Salvation Army Echelon Board Investment related: N Address of business: Southfield, Michigan 48075 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 12/10/2018 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Responsible for support and to assist in new chapter expansion, and will ensure Echelon is growing in an organized, well-documented fashion. Responsible for maintaining the organization's bylaws and any official or historical documentation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-28 |
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