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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-28 |
| MI | RA | APPROVED | 2017-02-17 |
Branch Locations
8121 Trillium Circle Ave, Grand Blanc, MI 48439 • United States
Fenton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 09/2016 | Present |
| Bank Of America, N.A. | Grand Blanc | MI | 12/2016 | Present |
I*584323 For profit or not for profit: Entity For Profit Name of outside business organization: Spring Meadows Country Club Investment related: N Address of business: Linden, Michigan, 48451 Nature of business: ["Private Limited Company"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 11/11/2021 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , The purpose of the finance committee at Spring Meadows Country Club is to ensure that the institution is operating in a financially sustainable manner by balancing short-term and long-term obligations and goals. In order to fulfill this purpose, the committee has certain roles and responsibilities: ?Carry out the Board of Director's fiduciary responsibility to ensure the organization's mission and purpose are fulfilled by: oGaining an understanding of how the organization is financially supported/capitalized oAssessing risks, internal and external, that may have a financial impact on the organization oMonitoring the organization's financial efficiency ?Determine what is possible given the available resources of the organization oStay involved with other committees regarding new projects and expenditures ?Assist management in executing the strategic goals of the organization by: oEstablishing guardrails for management regarding their financial decision making authority oEnsuring management has the res
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
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