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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-01-16
MI RA APPROVED 2010-09-17
TX RA APPROVED_RES 1986-05-07
  • FL RA
    APPROVED
    Since 2020-01-16
  • MI RA
    APPROVED
    Since 2010-09-17
  • TX RA
    APPROVED_RES
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Troy MI 05/1970 Present
Bank Of America, N.A. Troy MI 05/2011 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-20
S63 Uniform Securities Agent State Law Examination 1980-06-12
  • S65 Uniform Investment Adviser Law Examination
    1995-06-20
  • S63 Uniform Securities Agent State Law Examination
    1980-06-12

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