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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 |
| TX | RA | APPROVED_RES | 2007-01-11 |
| IN | RA | APPROVED | 2004-08-16 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 08/2004 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 04/2011 | Present |
I*1371283For profit or not for profit: Name of outside business organization: B W Investment related: NAddress of business: Bloomfield Hills, MI, 48301, United StatesNature of business: Position, title, association: Trustee, Start date of relationship: 8/21/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-17 |
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