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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-19 |
| MI | RA | APPROVED | 2017-07-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 04/2017 | Present |
| United Shore Financial Services | Troy | MI | 02/2016 | 04/2017 |
| Bank Of America, N.A. | Grand Blanc | MI | 09/2017 | Present |
I*1390302 For profit or not for profit: Entity Charitable Name of outside business organization: The Clarkston Chamber of Commerce Investment related: N Address of business: Clarkston, Michigan, 48346, United States Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 7/11/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , I am a member of the Clarkston Chamber. I volunteered to join the Golf Outing Committee as an unpaid position and was asked to be the Committee Chair since no one else on the Committee Golf's
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
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