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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-22 |
| MI | RA | APPROVED | 2014-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saginaw | MI | 07/2014 | Present |
| Bank Of America, N.A. | Saginaw | MI | 09/2014 | Present |
I*5287273 Entity Type: Entity For Profit Name of OBA: LaVielle Holdings LLC Address: Saginaw, Michigan, 48602 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/21/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Rental Property owned with my wife Managing rental property I*134872For profit or not for profit: Non-Profit OrganizationName of outside business organization: Saginaw Basin Land ConservancyInvestment related: YAddress of business:Bay City, Michigan 48706Nature of business: Charitable Organization,Position, title, association: Start date of relationship: 1/1/2021Number of hours devoted: 12 hour(s) AnnuallyNumber of hours devoted during trading hours: 12Duties: Land conservancy that focuses on land protection and clean up. My responsibilities are as a board member in general and the Secretary of the board. The Secretary's role is higher level advice to the management of the non-profit. I*133410For profit or not for profit: Non-Profit OrganizationName of outside business organization: Saginaw Basin Land ConservancyInvestment related: YAddress of business:Bay City, Michigan 48706Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/24/2020Number of hours devoted: 8 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: SBLC is a Land conservancy overseeing the re-development of previously occupied lands as well as permanent land protection. My responsibilities are to provide overall advice as a board member and finance committee. I*1085250 Entity Type: Charitable Name of outside business organization: Saginaw Basin Land Conservancy Investment related: No Address of business: Bay City, Michigan, 48706 Position, title, association: Committee, Board Member, Finance committee Start date of relationship: 01/01/2019 Hours devoted: 15 hours Yearly Hours devoted during trading hours: 12 Duties: The SBLC is a local land conservancy that is focused on the clean up and permanent protection of land in our area. In 2025, I will serve as Secretary on the board and will offer overall guidance to the organization, and I will also serve on the Finance committee. I*4102270 Entity Type: For Profit Name of OBA: LaVielle Holdings LLC Address: Saginaw, Michigan, 48602 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/20/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Rental property holding company Manage rental property with my spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-07 |
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