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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| MI | RA | APPROVED | 2026-06-08 |
Branch Locations
2627 E Beltline Ave Se, Grand Rapids, MI 49546 • United States
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grandville | MI | 04/2026 | Present |
| Fifth Third Bank N.A. | Byron Center | MI | 11/2025 | 04/2026 |
| New York Life | Grand Rapids | MI | 05/2023 | 10/2025 |
| Grand Valley State University | Allendale | MI | 08/2021 | 04/2025 |
| Northville High School | Northville | MI | 09/2016 | 05/2021 |
| Timbers Prime | Ludington | MI | 05/2021 | 09/2024 |
| Hillside Middle School | Northville | MI | 09/2013 | 09/2016 |
| Grand Valley Lanthorn (Gvsu) | Allendale | MI | 04/2023 | 04/2025 |
| Gvsu Club Sports | Allendale | MI | 09/2024 | 04/2025 |
| Timbers Bar And Grill | Ludington | MI | 07/2022 | 07/2025 |
| Bank Of America, N.A | Grandville | MI | 06/2026 | Present |
I*: 4506291 Entity Type: Charitable Name: Z Sigma of P K T House Corporation. Investment-related: No Address: Plymouth MI Nature: Master leaseholder of the Z S chapter of P K Tau at GVSU's chapter house responsible for collecting rent from the members living in the house then submitting rent landlord. Position: Treasurer Start Date: 4/1/2026 Hours/month: 4 hrs Hrs during securities trading hours: 0 Duties: To ensure that the undergraduate members are successfully collecting rent and submitting the master lease payment for the chapter house and maintaining good financial practices and spending habits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-06 |
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