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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-22 |
| MI | RA | APPROVED | 2017-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | East Lansing | MI | 02/2016 | 06/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | East Lansing | MI | 02/2016 | 06/2017 |
| Morgan Stanley | Flint | MI | 07/2017 | 09/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
| Morgan Stanley | Grand Blanc | MI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-19 |
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