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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-19 |
| MI | RA | APPROVED | 2017-07-27 |
Branch Locations
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 05/2017 | Present |
| Paychex | Novi | MI | 07/2015 | 05/2017 |
| Bank Of America, N.A. | Farmington Hills | MI | 07/2017 | Present |
I*2746288, Entity Type: , Name of OBA: L M Trust, Address: White Lake, Michigan, 48386, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 08/15/2030, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2746289, Entity Type: , Name of OBA: Y Family Trust, Address: White Lake, Michigan, 48386, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 08/15/2030, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4809270, Entity Type: , Name of OBA: A M P TTEE MR Z L P TTEE U/A DTD 04/22/2022 , Address: White Lake , Michigan, 48386, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/06/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
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