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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-05 |
| MI | RA | APPROVED | 2010-05-04 |
| IL | RA | APPROVED | 2009-10-23 |
Branch Locations
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 | 10/2009 | Present |
| Bank Of America, N.A. | Troy | MI | 05/2011 | Present |
I*2086320, Entity Type: Fiduciary, Name of OBA: P L. W Trust, Address: Rochester Hills, Michigan, 48309, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 11/15/2024, No Hours: 11 Yearly, No Hours during Trading: 1 Yearly, Duties:I*2109280, Entity Type: Fiduciary, Name of OBA: J K E TTEE J P TTEE U/A DTD 12/22/1993 , Address: Rochester Hills, Michigan, 48309, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 15-Nov-2024, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:I*3095269Entity Type: N/AName of OBA:P.W. Irrev Trust Estate accountAddress:Rochester Hills MichiganInvestment Related:NoPosition, Title, Association:Co-TrusteeStart Date:10/24/2024No Hours: 1 MonthlyNo Hours during trading:0 MonthlyDuties:Co-Trustee for SiblingsI*4519282, Entity Type: , Name of OBA: B V. N Irrevocable Trust, Address: Rochester Hills, Michigan, 48309, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 05/04/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4588277 Entity Type: N/A Name of OBA: J K E TTEE T C L TTEE U/A DTD 10/07/2020 Address: Rochester Hills, Michigan, 48309 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/19/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: In-Laws
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-06 |
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