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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-22 |
| MI | RA | APPROVED | 2013-07-23 |
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 | Troy | MI | 04/2013 | Present |
| Bank Of America, N.A. | Troy | MI | 09/2013 | Present |
I*67275 For profit or not for profit: For-Profit Organization Name of outside business organization: South Beach 3, LLC Investment related: N Address of business: Ann Arbor, Michigan 60610 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 9/1/2009 Number of hours devoted: 5 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: South Beach 3, LLC sole business purpose is ownership of a family real estate condominium. My brother and I each own one half of South Beach 3, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-17 |
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