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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-09 |
| MI | RA | APPROVED | 2013-08-21 |
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 | 05/2013 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 11/2013 | Present |
I*118590For profit or not for profit: Non-Profit OrganizationName of outside business organization: Thunderbolt Racing TeamInvestment related: NAddress of business:Waterford, Michigan 48328Nature of business: LLC,Position, title, association: Consultant, Start date of relationship: 12/1/2018Number of hours devoted: 35 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Assistant ski coach for alpine racing team (seasonal) I*1556282For profit or not for profit: Entity CharitableName of outside business organization: Pinnacle Alpine Race TeamInvestment related: NAddress of business: Clarkston, Michigan, 48348, United StatesNature of business: ["Business or Industry Organization"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 12/1/2023Number of hours devoted: 40 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Ski Race Coach at Pine Knob Ski Resort for 6-13 year old ski racers. I*2981272, Entity Type: , Name of OBA: Clarkston Community Schools, Address: Clarkston, Michigan, 48346, Investment Related: N, Position, Title, Association:Sports Team Manager, Employee State Date: 10/13/2025, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties: Communicate with parents and coaches information pertinent to the soccer season, including (but not limited to) games, practices, tournaments, buses, uniforms and other related activities.Sports Team Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-19 |
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