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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-01
MI RA APPROVED 2017-10-25
  • TX RA
    APPROVED
    Since 2017-11-01
  • MI RA
    APPROVED
    Since 2017-10-25

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 08/2015 Present
Other Businesses

I*1722293, Entity Type, For Profit Name of OBA: Bush Burns Financial CorporationAddress:Troy,MI,48098 Investment Related: NOPosition, Title, Association: OfficerEmployee Start Date: 01/11/2024No Hours: MonthlyNo Hours during trading:0 Duties: Holding company created by my Father in the 1990's. With the death of both of my parents, this company will be closed with the state of Michigan. This corporation has been inactivity since 2015. I*,1722294 Entity Type, For Profit Name of OBA: Bush Burns Securities, Inc. Address:Troy,MI,48098 Investment Related: noPosition, Title, Association: OfficerEmployee Start Date: 01/11/2024No Hours Monthly No Hours during trading: 0Duties: Holding company created by my Father in the 1990's. With the death of both of my parents, this company will be closed with the state of Michigan. This corporation has been inactivity since 2015. I*, 1722295Entity Type, For ProfitName of OBA: Monroe Bush, Inc.Address: Troy,MI,48098Investment Related: NO Position, Title, Association: Officer Employee Start Date: 01/11/2024No Hours: MonthlyNo Hours during trading:0 Duties: Produced and sold school medallions with ribbons. I*2066361, Entity Type: , Name of OBA: J D, Address: Commerce, Michigan, 48382, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 10/29/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4924267, Entity Type: , Name of OBA: J D, Address: Commerce, Michigan, 48382, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 08/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-23
S63 Uniform Securities Agent State Law Examination 1986-11-26
  • S66 Uniform Combined State Law Examination
    2017-10-23
  • S63 Uniform Securities Agent State Law Examination
    1986-11-26
Other Names
  • Susan Lynn Drake
  • Susan Lynn Burns-Drake

View on SEC IAPD

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