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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 2026-04-08
MI RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-04-08
  • MI RA
    APPROVED
    Since 2026-02-23

Branch Locations

333 W Grandview Pkwy, Traverse City, MI 49684 • United States

One Bryant Park, New York, NY 10036 • 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 Traverse City MI 03/2021 Present
Bank Of America National Association Columbus OH 08/2022 06/2024
Bank Of America National Association Salt Lake City UT 03/2021 06/2022
Rocket Auto, Llc Detroit MI 09/2020 02/2021
Ann Arbor Bivouac Inc Ann Arbor MI 04/2019 08/2020
Vf Outdoor, Llc Ann Arbor MI 05/2018 04/2019
Jcpenney Corporation, Inc. Ann Arbor MI 02/2017 08/2017
Washtenaw Community College Ann Arbor MI 08/2016 08/2018
University Of Michigan Ann Arbor MI 09/2017 06/2020
Extended Travel Salt Lake City UT 06/2022 08/2022
Unemployed Salt Lake City UT 02/2021 03/2021
Extended Travel Ypsilanti MI 08/2020 09/2020
Unemployed Ypsilanti MI 08/2017 09/2017
  • 03/2021 → Present
    Traverse City, MI
  • 08/2022 → 06/2024
    Bank Of America National Association
    Columbus, OH
  • 03/2021 → 06/2022
    Bank Of America National Association
    Salt Lake City, UT
  • 09/2020 → 02/2021
    Rocket Auto, Llc
    Detroit, MI
  • 04/2019 → 08/2020
    Ann Arbor Bivouac Inc
    Ann Arbor, MI
  • 05/2018 → 04/2019
    Vf Outdoor, Llc
    Ann Arbor, MI
  • 02/2017 → 08/2017
    Jcpenney Corporation, Inc.
    Ann Arbor, MI
  • 08/2016 → 08/2018
    Washtenaw Community College
    Ann Arbor, MI
  • 09/2017 → 06/2020
    University Of Michigan
    Ann Arbor, MI
  • 06/2022 → 08/2022
    Extended Travel
    Salt Lake City, UT
  • 02/2021 → 03/2021
    Unemployed
    Salt Lake City, UT
  • 08/2020 → 09/2020
    Extended Travel
    Ypsilanti, MI
  • 08/2017 → 09/2017
    Unemployed
    Ypsilanti, MI
Other Businesses

I*3058268 Entity Type: Charitable Name of OBA:Traverse City Michigan Chapter, SPEBSQSA Address:Traverse City Michigan Investment Related:No Position, Title, Association:Board Member Start Date:01/01/2026 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:The Cherry Capital Men's Chorus is a chapter of the Barbershop Harmony Society (a.k.a. Society for the Preservation and Encouragement of Barber Shop Quartet Singing in America.) As such, we rehearse and perform accapela music arranged in the barbershop style. We perform at nursing homes, assisted living facilities, and at fund raisers for other non-profits. We also do paid performances to help cover our annual expenses. As the Member-At-Large I would become a member of the executive board. I would attend board meetings and provide my input on key decisions of the organization. I would be a voting member.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23

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