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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 2024-08-27
MI RA APPROVED 2024-06-01
  • TX RA
    APPROVED
    Since 2024-08-27
  • MI RA
    APPROVED
    Since 2024-06-01

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
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
  • 08/2023 → 12/2023
    Lpl Financial Llc/ Trinitas Planning Group
    Rochester, MI
  • 01/2023 → 08/2023
    Redbrick Tap And Barrel
    Alpena, MI
  • 01/2019 → 12/2022
    Central Michigan University
    Mount Pleasant, MI
  • 04/2022 → 06/2022
    Alpena Golf Club
    Alpena, MI
  • 05/2019 → 06/2019
    Jj's Steak And Pizza
    Alpena, MI
  • 05/2018 → 01/2019
    Art Van
    Alpena, MI
  • 04/2017 → 04/2018
    Thunder Bay Tree Service
    Alpena, MI
  • 04/2015 → 04/2017
    The Marketplace
    Alpena, MI
  • 08/2015 → 01/2019
    Alpena High School
    Alpena, MI
  • 02/2024 → Present
    Bloomfield Hills, MI
  • 06/2017 → 10/2018
    Bay Athletic Club, Llc
    Alpena, MI
  • 04/2024 → Present
    Bank Of America, N.A.
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-31
  • S66 Uniform Combined State Law Examination
    2024-05-31
Other Names
  • Logan Guthrie

View on SEC IAPD

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