Nameer W Hanna

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-05-02
FL	RA	APPROVED	2021-11-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Hantz Financial Services	Southfield	MI	02/2018	05/2019
Tom's	Farmington Hills	MI	07/2015	02/2019
Oakland University	Rochester Hills	MI	09/2016	12/2019
Equity Services, Inc.	Montpelier	VT	06/2019	01/2020
National Life Insurance Company	Troy	MI	05/2019	02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Auburn Hills	MI	02/2020	11/2021
La Fitness	Clinton Township	MI	09/2016	04/2017
Bank Of America, N.A.	Auburn Hills	MI	03/2020	11/2021
Morgan Stanley Smith Barney Llc	Tampa	FL	11/2021	Present
Morgan Stanley Private Bank, N.A.	New York	NY	11/2021	Present

02/2018 → 05/2019

Hantz Financial Services

Southfield, MI
07/2015 → 02/2019

Tom's

Farmington Hills, MI
09/2016 → 12/2019

Oakland University

Rochester Hills, MI
06/2019 → 01/2020

Equity Services, Inc.

Montpelier, VT
05/2019 → 02/2020

National Life Insurance Company

Troy, MI
02/2020 → 11/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Auburn Hills, MI
09/2016 → 04/2017

La Fitness

Clinton Township, MI
03/2020 → 11/2021

Bank Of America, N.A.

Auburn Hills, MI
11/2021 → Present

Morgan Stanley Smith Barney Llc

Tampa, FL
11/2021 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-01-12

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