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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-24 |
| MI | RA | APPROVED | 2016-02-16 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
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 |
|---|---|---|---|---|
| City Of Lathrup Village | Lathrup Village | MI | 07/2012 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2016 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 03/2019 | Present |
I*1612FOR PROFIT OR NOT FOR PROFIT: GOVERNMENTAL OR PUBLIC PURPOSE ENTITYNAME OF OUTSIDE BUSINESS ORGANIZATION: CITY OF LATHRUP VILLAGEINVESTMENT RELATED: NADDRESS OF BUSINESS:LATHRUP VILLAGE, MICHIGAN 48076NATURE OF BUSINESS: LATHRUP VILLAGE POLICE DEPARTMENT,POSITION, TITLE, ASSOCIATION: POLICE OFFICER, START DATE OF RELATIONSHIP: 7/1/2012NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ENFORCE LOCAL, STATE, AND FEDERAL LAWS. I*90691FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: INDEPENDENT CONTRACTORINVESTMENT RELATED: NADDRESS OF BUSINESS:N/A, MICHIGAN 48089NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/1/2012NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I SOMETIMES RECEIVE REFERRALS FROM FAMILY AND FRIENDS TO DO HOME THEATER INSTALLATION OR COMPUTER REPAIR WORK. I DO NOT REPRESENT ANY COMPANY OR PERSON WHEN COMPLETING ANY SERVICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
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