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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 2025-03-20
MI RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-03-20
  • MI RA
    APPROVED
    Since 2025-01-24

Branch Locations

48050 Grand River Ave, Novi, MI 48374 • 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 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
  • 11/2024 → Present
    Novi, MI
  • 10/2023 → 11/2024
    Planning Alternatives
    Birmingham, MI
  • 08/2018 → 07/2023
    Jp Morgan Chase
    Plano, TX
  • 01/2014 → 05/2018
    Oakwood University
    Huntsville, AL
  • 06/2023 → 07/2023
    Alto Experience
    Dallas, TX
  • 01/2025 → Present
    Bank Of America, N.A.
    Novi, MI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-23
  • S66 Uniform Combined State Law Examination
    2025-01-23
Other Names
  • Sierra Deanyce Ford

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