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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
| TX | RA | APPROVED_RES | 2004-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/1989 | Present |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2009 | Present |
I*4066282, Entity Type: , Name of OBA: D L S TTEE D J S TTEE U/A DTD 10/02/2023 , Address: Ada, Michigan, 49301, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/17/2026, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4725287, Entity Type: , Name of OBA: MLPF& S CUST FPO D A S IRA FBO D A S , Address: Ada, Michigan, 49301, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/19/2026, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-26 |
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