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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 2019-10-14
MI RA APPROVED 2019-10-11
  • TX RA
    APPROVED
    Since 2019-10-14
  • MI RA
    APPROVED
    Since 2019-10-11

Branch Locations

39577 Woodward Ave, Bloomfield Hills, MI 48304 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 05/2018 Present
Crs Commercial Real Estate Services Plymouth MI 09/1999 05/2018
Other Businesses

I*2744271, Entity Type: , Name of OBA: L J TTEE, Address: Plymouth, Michigan, 48170, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/21/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2746264, Entity Type: , Name of OBA: MLPF& S CUST FPO L J IRA FBO L J, Address: Plymouth, Michigan, 48170, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/15/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-10
  • S66 Uniform Combined State Law Examination
    2019-10-10
Other Names
  • Dianne Marie Jozefczyk
  • Dianne Gonzalez

View on SEC IAPD

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