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David Chad Kasprzak

Morgan Stanley

Grand Rapids, MI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
MI RA APPROVED 2016-04-14
IL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • MI RA
    APPROVED
    Since 2016-04-14
  • IL RA
    APPROVED
    Since 2009-06-01

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • 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
Morgan Stanley Smith Barney Grand Rapids MI 06/2009 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Grand Rapids, MI
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
    Chicago, IL
  • 2005-01-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2000-03-17 → 2005-01-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-08
S63 Uniform Securities Agent State Law Examination 1999-09-23
  • S65 Uniform Investment Adviser Law Examination
    1999-11-08
  • S63 Uniform Securities Agent State Law Examination
    1999-09-23
Other Names
  • Chad Kasprzak
  • David C Kasprzak

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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