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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-29 |
| MI | RA | APPROVED | 2016-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 01/2016 | Present |
| Bank Of America, N.A | Grand Rapids | MI | 06/2025 | Present |
I*2175445, Entity Type: Not for profit, Name of OBA: St. Andrew's Episcopal Church Endowment Committee , Address: Grand Rapids, MI 49505 Investment Related: N, Position, Title, Association: Endowment Committee Member, Employee State Date: 02/01/2025, No Hours: .25 monthly , No Hours during Trading: 0 monthly , Duties: The role of the committee will support the growth of the endowment i.e. via written articles in the church newsletter, development of informational resources on how to give to the endowment or use those from the Episcopal Church Foundation (ECF), and review the Endowment policy and make changes if necessary. The ECF manages our endowment fund, therefore the committee (including myself) will not be responsible for making investment decisions. I*2925264 Entity Type: N/A Name of OBA: Kevin and Sarah Cross Trust Address:Grand Rapids Michigan Investment Related:No Position, Title, Association:Co-Trustee Start Date:09/29/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties: Co-Trustee for Self, Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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