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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-20 |
Branch Locations
315 E Eisenhower Parkway Suite 11, Ann Arbor, MI 48108 • 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 |
|---|---|---|---|---|
| Merril Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 09/2014 | 10/2025 |
| Bank Of America, N.A. | Ann Arbor | MI | 05/2012 | 10/2025 |
| Ubs Financial Services Inc. | Ann Arbor | MI | 10/2025 | Present |
1)The Partnership for the Arts and Humanites,MIUnited States,,CharityArts and community programing,Member of Board of directors,Board Chair. Call meetings to order, mediate disputes. Communicate with members at meeting. Start date -1/3/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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