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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
| MI | RA | APPROVED | 2022-06-14 |
Branch Locations
250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States
380 W Western Ave, Muskegon, MI 49440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wyoming | MI | 02/2022 | Present |
| Bank Of America, N.A. | Wyoming | MI | 02/2022 | Present |
| Verdier Eye Center | Grand Rapids | MI | 02/2020 | 02/2022 |
| Helix Scribe Solutions | Grand Rapids | MI | 06/2018 | 02/2020 |
| Aquinas College | Grand Rapids | MI | 01/2019 | 05/2019 |
| Aquinas College | Grand Rapids | MI | 09/2016 | 05/2019 |
| Aquinas College | Grand Rapids | MI | 01/2017 | 05/2018 |
| Aquinas College | Grand Rapids | MI | 01/2016 | 09/2016 |
I*3404287 Entity Type: Entity Charitable Name of OBA: Muskegon Rotary Club Address: Muskegon, Michigan, 49443 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Muskegon Rotary is a service-oriented organization whose purpose is to bring together business and community leaders and make a positive impact locally, primarily through community service, fostering fellowships, supporting education and youth, and contributing to global humanitarian efforts. Serve on the board of directors for the upcoming term starting July, 1st 2026 (for 3 years). Responsibilities include: meeting once a month with the rest of the board/officers to set direction and priorities for the club, ensure club's activities align with Rotary International's mission and values, approve policies, budgets and plans alongside other directors, support and mentor club members, identify opportunities to address community needs, community engagement and service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
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