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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| MI | RA | APPROVED | 2024-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 03/2016 | 08/2018 |
| Morgan Stanley | Bloomfield Hills | MI | 08/2018 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 07/2024 | Present |
| Unemployed | Auburn Hills | MI | 04/2024 | 06/2024 |
| Bank Of America, N.A. | Dearborn | MI | 08/2024 | Present |
I*3697284 Entity Type: For Profit, Publicly Traded Name of OBA: Fedex Address: Lake Orion, Michigan, 48359 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/27/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0 Duties: Shipping Company Order Fulfillment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-28 |
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