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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-06-02 |
| MI | RA | APPROVED | 2010-08-31 |
| TX | RA | APPROVED_RES | 1992-04-22 |
Branch Locations
4805 Towne Centre Rd, Saginaw, MI 48604 • United States
Fountain Hills, AZ • 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 | Saginaw | MI | 10/1987 | Present |
| Bank Of America,Na | Saginaw | MI | 12/2009 | Present |
I*125776 For profit or not for profit: For-Profit Organization Name of outside business organization: MRM-JR Properties LLC Investment related: Y Address of business: Saginaw, Michigan 48638 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 8/22/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Passive Income General Notes: 8/20/2019 16:13 MATHEWSON, MARK : Commercial building rented out to an addiction clinic. The business will not become a dispensary. I*11865 For profit or not for profit: Name of outside business organization: Conservator for my aunt Investment related: Address of business: Saginaw, Michigan 48638 Nature of business: , Position, title, association: , Start date of relationship: 3/16/2020 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 1 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-13 |
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