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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-30 |
| MI | RA | APPROVED | 2025-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Troy | MI | 03/2022 | 11/2024 |
| Dentemax | Southfield | MI | 02/2020 | 03/2023 |
| Unemployed | Waterford | MI | 10/2019 | 02/2020 |
| Quicken Loans | Detroit | MI | 03/2006 | 10/2019 |
| The Prudential Insurance Company Of America | Troy | MI | 09/2022 | 04/2025 |
| Lpl Enterprise, Llc | Troy | MI | 11/2024 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 05/2025 | Present |
| Dearborn National Life Insurance | Troy | MI | 02/2020 | 03/2023 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 06/2025 | Present |
I*4405270 Entity Type: Fiduciary role Name of OBA: H. FAMILY REV LIVING TRUST U/A 11/27/2017 Address: Waterford, Michigan, 48328 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/27/2017 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-10 |
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