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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-10 |
| MI | RA | APPROVED | 2010-11-03 |
| TX | RA | APPROVED_RES | 1999-01-24 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
Naples, FL • United States
9128 Strada Pl, Naples, FL 34108 • 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 | Bloomfield Hills | MI | 07/1983 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 04/2011 | Present |
I*41151 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: S.OSTROFSKY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: WEST BLOOMFIELD, MICHIGAN 48324 NATURE OF BUSINESS: OTHER,TRUST POSITION, TITLE, ASSOCIATION: OTHER, COLLECT AND DISBURSE FUNDS AS NEEDED START DATE OF RELATIONSHIP: 1/30/2001 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAKE SURE FUNDS IN ACCOUNT ARE USED FOR UNCLES LIVING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-26 |
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