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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-08 |
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 1994-08-10 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
Boca Raton, 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 | Farmington Hills | MI | 04/1980 | Present |
| Bank Of America, N.A. | Farmington Hills | MI | 01/2011 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-31 |
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