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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-04 |
| OH | RA | APPROVED | 2004-09-03 |
| IN | RA | APPROVED | 2004-02-06 |
| TX | RA | APPROVED_RES | 1995-03-16 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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 | 03/1985 | Present |
| Bank Of America, N.A. | Bloomfield Hills | MI | 09/2009 | Present |
I*4665274 Entity Type: N/A Name of OBA: J K G Address: Birmingham, Michigan, 48009 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/05/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Spouse I*4665275 Entity Type: N/A Name of OBA: J K G Address: Birmingham, Michigan, 48009 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/05/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-19 |
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