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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-16 |
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 1986-05-07 |
Branch Locations
39577 Woodward Ave Pbig - Troy, Bloomfield Hills, MI 48304 • United States
355 Alhambra Cir Pbig-Florida Pwm Cg, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 05/1970 | Present |
| Bank Of America, N.A. | Troy | MI | 05/2011 | Present |
I*100274FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: D. LOCNISKAR & ASSOCIATESINVESTMENT RELATED: NADDRESS OF BUSINESS:TROY, MICHIGAN 48084NATURE OF BUSINESS: OTHER, WORKING CASH MANAGEMENT ACCOUNTPOSITION, TITLE, ASSOCIATION: OTHER, SIGNERSTART DATE OF RELATIONSHIP: 11/22/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: PURPOSE OF THE ACCOUNT IS TO PROVIDE FINANCIAL SUPPORT FOR BUSINESS-RELATED ACTIVITIES.I*130060For profit or not for profit: Non-Profit OrganizationName of outside business organization: Teach for AmericaInvestment related: NAddress of business:Detroit, Michigan 48226Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 2/20/2020Number of hours devoted: 12 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Development committee co-chair for Teach for America Detroit. Teach for America is a non-profit organization that works in partnership with the Detroit community to ensure that all children receive an excellent and equitable education. I*5229269 Entity Type: Entity For Profit Name of OBA: Grand Pre Properties LLC Address: Lexington, Michigan, 48450 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/21/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: rental property LLC is set up to own a rental property. Responsibilities are associated with potential rentals. No day to day responsibilities by me. Spouse is responsible for managing rentals and is the sole managing member of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-06-12 |
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