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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-01-21 |
| TX | RA | APPROVED_RES | 2012-11-19 |
| MI | RA | APPROVED | 2012-05-08 |
Branch Locations
777 E Eisenhower Pkwy, Ann Arbor, MI 48108 • United States
39577 Woodward Ave Pbig - Troy, Bloomfield Hills, MI 48304 • United States
Clarkston, MI • United States
39577 Woodward Ave, Bloomfield Hills, MI 48304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 03/2012 | Present |
| Bank Of America N.A. | Troy | MI | 12/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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