Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-08
MI RA APPROVED 2026-02-20
  • TX RA
    APPROVED
    Since 2026-04-08
  • MI RA
    APPROVED
    Since 2026-02-20

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

110 N Wacker Dr Division - Central, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 12/2025 Present
Comerica Bank Ann Arbor MI 05/2021 10/2021
Banner Bank Medford OR 03/2019 05/2021
Wells Fargo Bank Medford OR 12/2008 03/2019
Merrill Lynch Farmington Hills MI 10/2021 12/2025
  • 12/2025 → Present
    Farmington Hills, MI
  • 05/2021 → 10/2021
    Comerica Bank
    Ann Arbor, MI
  • 03/2019 → 05/2021
    Banner Bank
    Medford, OR
  • 12/2008 → 03/2019
    Wells Fargo Bank
    Medford, OR
  • 10/2021 → 12/2025
    Merrill Lynch
    Farmington Hills, MI
Other Businesses

I*2909267 Entity Type: N/A Name of OBA: V F M IRA FBO V F M Address: Canton, Michigan, 48187 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/23/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Farmington Hills, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor