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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-04-28 |
| FL | RA | APPROVED | 2008-03-06 |
| TX | RA | APPROVED_RES | 2007-10-15 |
| OH | RA | APPROVED | 2004-04-01 |
Branch Locations
Key West, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 11/1978 | Present |
| Bank Of America, Na | Dearborn | MI | 12/2009 | Present |
I*3655266 Entity Type: Charitable Name of OBA: Detroit Bird Alliance Address: Detroit, Michigan, 48209 Investment Related: No Position, Title, Association: Committee Employee Start Date: 02/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: The mission is to foster appreciation and conservation of birds and the environment we share At this point I do not know what committee I will chose. I will meet with the president to discuss the opportunities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-29 |
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