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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
| MI | RA | APPROVED | 2024-06-01 |
Branch Locations
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc/ Trinitas Planning Group | Rochester | MI | 08/2023 | 12/2023 |
| Redbrick Tap And Barrel | Alpena | MI | 01/2023 | 08/2023 |
| Central Michigan University | Mount Pleasant | MI | 01/2019 | 12/2022 |
| Alpena Golf Club | Alpena | MI | 04/2022 | 06/2022 |
| Jj's Steak And Pizza | Alpena | MI | 05/2019 | 06/2019 |
| Art Van | Alpena | MI | 05/2018 | 01/2019 |
| Thunder Bay Tree Service | Alpena | MI | 04/2017 | 04/2018 |
| The Marketplace | Alpena | MI | 04/2015 | 04/2017 |
| Alpena High School | Alpena | MI | 08/2015 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2024 | Present |
| Bay Athletic Club, Llc | Alpena | MI | 06/2017 | 10/2018 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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