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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-26 |
| TX | RA | APPROVED_RES | 2012-06-22 |
| MI | RA | APPROVED | 2012-06-19 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
Bonita Springs, FL • United States
9128 Strada Pl, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 06/2012 | Present |
| Bank Of America, N.A. | Troy | MI | 08/2012 | Present |
I*2934297, Entity Type: , Name of OBA: lakemont sub, Address: bonita springs, Florida, 34134, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 10/06/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: present votes from my sub (lakemont) when and if needed (but actually digital now)..participate in discussions..homeowners association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-11 |
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