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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-16
MI RA APPROVED 2025-05-23
  • TX RA
    APPROVED_RES
    Since 2025-06-16
  • MI RA
    APPROVED
    Since 2025-05-23

Branch Locations

39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 07/2019 01/2020
Central Michigan University Mt. Pleasant MI 08/2015 05/2019
Compas Group Usa Toledo OH 06/2019 08/2019
Cmu Annual Giving Mt. Pleasant MI 01/2018 05/2019
Lil Shack Temperence MI 05/2015 06/2018
House Of Meats Toledo OH 06/2017 08/2018
Edward Jones St. Louis MO 06/2018 05/2019
Valic Financial Advisors, Inc. Auburn Hills MI 02/2020 04/2022
Plante Moran Financial Advisors Auburn Hills MI 04/2022 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 01/2025 Present
Unemployed Royal Oak MI 06/2024 01/2025
Texas Roadhouse Mt Pleasant MI 12/2016 05/2017
Aig Retirement Serivices Auburn Hills MI 03/2020 03/2022
  • 07/2019 → 01/2020
    Axa Advisors, Llc
    New York, NY
  • 08/2015 → 05/2019
    Central Michigan University
    Mt. Pleasant, MI
  • 06/2019 → 08/2019
    Compas Group Usa
    Toledo, OH
  • 01/2018 → 05/2019
    Cmu Annual Giving
    Mt. Pleasant, MI
  • 05/2015 → 06/2018
    Lil Shack
    Temperence, MI
  • 06/2017 → 08/2018
    House Of Meats
    Toledo, OH
  • 06/2018 → 05/2019
    Edward Jones
    St. Louis, MO
  • 02/2020 → 04/2022
    Auburn Hills, MI
  • 04/2022 → 06/2024
    Auburn Hills, MI
  • 01/2025 → Present
    Bloomfield Hills, MI
  • 06/2024 → 01/2025
    Unemployed
    Royal Oak, MI
  • 12/2016 → 05/2017
    Texas Roadhouse
    Mt Pleasant, MI
  • 03/2020 → 03/2022
    Aig Retirement Serivices
    Auburn Hills, MI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-14
S66 Uniform Combined State Law Examination 2020-03-05
  • S63 Uniform Securities Agent State Law Examination
    2025-04-14
  • S66 Uniform Combined State Law Examination
    2020-03-05
Other Names
  • Avery Jordan Waite
  • Aj Waite
  • Avery Waite

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