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Lindsey Irish

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bloomfield Hills, MI

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-08-13
TX RA APPROVED 2018-05-15
FL RA APPROVED 2018-05-09
  • MI RA
    APPROVED
    Since 2021-08-13
  • TX RA
    APPROVED
    Since 2018-05-15
  • FL RA
    APPROVED
    Since 2018-05-09

Branch Locations

39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Tampa FL 06/2009 04/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 04/2018 Present
Bank Of America, N.A. Bloomfield Hills MI 02/2025 Present
Previous Registrations
  • 2013-02-20 → 2018-04-16
    Morgan Stanley
    Tampa, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-16
S63 Uniform Securities Agent State Law Examination 2010-05-03
  • S65 Uniform Investment Adviser Law Examination
    2013-02-16
  • S63 Uniform Securities Agent State Law Examination
    2010-05-03
Other Names
  • Lindsey R Alexander
  • Lindsey Rose Irish

View on SEC IAPD

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Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

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