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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
| MI | RA | APPROVED | 2024-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lansing | MI | 07/2024 | Present |
| Northwestern Mutual | Ann Arbor | MI | 05/2023 | 06/2024 |
| Grand Valley State University | Allendale | MI | 08/2020 | 04/2024 |
| Cattails Golf Club | South Lyon | MI | 05/2019 | 08/2022 |
| South Lyon High School | South Lyon | MI | 09/2016 | 06/2020 |
| Trotwill Management Co Inc | South Lyon | MI | 03/2019 | 05/2023 |
| Bank Of America, N.A. | Lansing | MI | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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