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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| MI | RA | APPROVED | 2025-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brighton | MI | 08/2025 | Present |
| Bank Of America | Walled Lake | MI | 08/2022 | 08/2025 |
| Unemployed | Farmington Hills | MI | 05/2022 | 08/2022 |
| Bank Of America | Royal Oak | MI | 12/2020 | 05/2022 |
| Citizens Bank | Southfield | MI | 03/2020 | 12/2020 |
| Bank Of America | Rochester Hills | MI | 01/2018 | 03/2020 |
| Chase Bank | Lansing | MI | 03/2017 | 01/2018 |
| Apple Inc. | Lansing | MI | 08/2015 | 09/2017 |
| Bank Of America, N.A. | Farmington Hills | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
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