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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-07-28 |
| CO | RA | APPROVED | 2012-07-24 |
| MI | RA | APPROVED | 2009-12-16 |
| OH | RA | APPROVED | 2009-10-19 |
| TX | RA | APPROVED_RES | 2009-10-19 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na | Bloomfield Hills | MI | 12/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 12/2009 | Present |
I*94296FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JANE GROSS REV LIV TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS: 25075 DEVON LANE, FRANKLIN, MICHIGAN 48025NATURE OF BUSINESS: TRUSTPOSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/25/1997NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: TRUSTEE ROLE I*94299FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ALLEN GROSS RESIDUARY TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS: 25075 DEVON LANE, FRANKLIN, MICHIGAN 48025NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 11/27/1984NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: TRUSTEE ROLE I*94305FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ALLEN GROSS MARTIAL TRUST UAD 11-27-84INVESTMENT RELATED: NADDRESS OF BUSINESS: 25075 DEVON LANE, FRANKLIN, MICHIGAN 48025NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 11/27/1984NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: TRUSTEE ROLE I*94310FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: JANE GROSS REV LIV TRUSTINVESTMENT RELATED: NADDRESS OF BUSINESS: 25075 DEVON LANE, FRANKLIN, MICHIGAN 48025NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/25/1997NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: TRUSTEE ROLE I*3585266Entity Type: N/AName of OBA: LISA M LONDON TTEE E G TTEE U/A DTD 02/25/1997Address: Birmingham, MICHIGAN, 48009Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/20/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Siblings I*5462269, Entity Type: , Name of OBA: J C G Estate, Address: Birmingham, Michigan, 48009, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 08/18/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-29 |
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