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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-03-29 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
800 Ellis Road Suite 125, Muskegon, MI 49441 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Muskegon | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*458156 - Trust ; Investment related - Yes; Muskegon, Michigan; 09/2021; During business hours: 0; After business hours: 0 *471090-Estate; Investment related -Yes; Muskegon, Michigan; Estate; Agent/Personal Representative (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: .25; After business hours: .25; Estate Administration * 473432- Trust; Investment related -Yes; Muskegon, Michigan; Trust; Trustee/Co-Trustee; 01/2022; During business hours: .25; After business hours: 0; *563455 - Kids Food Basket ; Investment related - No ; Grand Rapids, Michigan ; Children/Youth ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 2 ; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-25 |
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