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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
| MI | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Novi | MI | 11/2024 | Present |
| Planning Alternatives | Birmingham | MI | 10/2023 | 11/2024 |
| Jp Morgan Chase | Plano | TX | 08/2018 | 07/2023 |
| Oakwood University | Huntsville | AL | 01/2014 | 05/2018 |
| Alto Experience | Dallas | TX | 06/2023 | 07/2023 |
| Bank Of America, N.A. | Novi | MI | 01/2025 | Present |
I*2116281, Entity Type Entity For Profit, Name of OBA: N O LLC Address: Ypsilanti Michigan 48198 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/01/2022 No Hours: 1 monthly No Hours during trading: 0 Duties: I am the owner of this LLC. However, I have not engaged in any business activities. I*2117287, Entity Type Entity Charitable, Name of OBA: Seventh-Day Adventist Church Address: Ypsilanti Michigan 48197 Investment Related: No Position, Title, Association: Committee, Treasurer, Board Member Employee Start Date:01/01/2023 No Hours: 5 monthly No Hours during trading: 0 Duties: This is my church and I am part of a team that assist in developing the church budget. I also assist with keeping track of the amount of inflows and outflows of funds. I am on the finance committee at my church and the assistant treasurer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
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