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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-01-07 |
| OH | RA | APPROVED | 2000-04-06 |
Branch Locations
333 W Grandview Pkwy, Traverse City, MI 49684 • United States
8890 Lyra Dr, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 03/2000 | Present |
| Bank Of America, N.A. | Columbus | OH | 11/2009 | Present |
I*92070 For profit or not for profit: Non-Profit Organization Name of outside business organization: TART Trails Investment related: N Address of business: Traverse City, Michigan 49685 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 4/20/2016 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Mission is to enrich the Traverse area by providing a network of trails, bikeways and pedestrian ways; and encouraging their use. I will be a board member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-28 |
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