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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 2022-11-08
MI RA APPROVED 2010-09-17
TX RA APPROVED_RES 1994-08-10
  • FL RA
    APPROVED
    Since 2022-11-08
  • MI RA
    APPROVED
    Since 2010-09-17
  • TX RA
    APPROVED_RES
    Since 1994-08-10

Branch Locations

39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States

Boca Raton, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills MI 04/1980 Present
Bank Of America, N.A. Farmington Hills MI 01/2011 Present
Other Businesses

I*3192269, Entity Type, Name of OBA: J L Address: West BloomfieldMichigan48322 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date: 06/04/2025 No Hours: 1 weekly No Hours during trading: 0 Duties: I*4003275, Entity Type Not for Profit, Name of OBA: J C. L Foundation Address: PenningtonNew Jersey08534 Investment Related: No Position, Title, Association: I have no Title, I am the Financial Advisor who along with the Bank of America Trust Department helps manage the investments of this foundation Employee Start Date: 02/26/2026 No Hours: 30 yearly No Hours during trading: 6 yearly Duties: I am involved in the Grant Process as I knew Mr. L for 20 years and had an understanding of his Grant Process before Bank of America took over those responsibilities. During the grant meeting, I do have involvement however I do not have any vote. I am made available as an extra set of eyes to help make these grants as we feel Mr. L would want. Mission is to Build worship space in Christian Protestant Churches

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-13
S63 Uniform Securities Agent State Law Examination 1980-07-31
  • S65 Uniform Investment Adviser Law Examination
    1994-09-13
  • S63 Uniform Securities Agent State Law Examination
    1980-07-31
Other Names
  • Lawrence D Lankowski

View on SEC IAPD

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