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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-12 |
| TX | RA | APPROVED | 2008-02-11 |
| IN | RA | APPROVED | 2006-08-30 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/2006 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 12/2009 | Present |
I*132175 For profit or not for profit: Non-Profit Organization Name of outside business organization: Michigan Hispanic Fund Investment related: No Address of business: Fernadale, Michigan 48220 Nature of business: Charitable Organization Position, title, association: Advisory Board Member Start date of relationship: 2/12/2020 Number of hours devoted: 5 hrs Qtrly Number of hours devoted during trading hours: 0 Duties: Board Member I*1135272 For profit or not for profit: Name of outside business organization: Great Lakes Women's Business Council Investment related: No Address of business: Livonia, MI 48150 Position, title, association: Consultant Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: Review revolving loan applications. Funding for loans is provided by grants from Economic Development Administration and Community Development Financial Institute as well as Oakland County I*: 2304260 Entity Type: For Profit Name of OBA: Saugatuck Brewing Company Address: Douglas, MI 49406 Investment Related: No Position, Title, Association: Director Employee Start Date: 5/1/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Help provide business strategy, leadership and share operational excellence experiences
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-29 |
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