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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-24 |
| MI | RA | APPROVED | 2020-11-12 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Birmingham | MI | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Bank Of America, N.A. | Troy | MI | 03/2021 | Present |
1.MICHIGAN PUBLINX GOLF ASSOCIATION SECRETARYI*851295For profit or not for profit: Name of outside business organization: Ted Lindsay FoundationInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I help the organization run their golf outing which raises funds for their foundation, which donates funds to research for the cure for autismI*134811For profit or not for profit: Non-Profit OrganizationName of outside business organization: Detroit Golf ClubInvestment related: NAddress of business:Detroit, Michigan 48203Nature of business: Cooperative,Position, title, association: Committee Member, Start date of relationship: 11/1/2018Number of hours devoted: 6 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: I am a member of the committee to discuss the monthly and yearly financials of the club I*457330, Name of OBA: Detroit Golf Club Address: Detroit Michigan Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/29/2023 No Hours: 0 No Hours during trading: 0 Duties: I am a member of the committee to discuss the monthly and yearly financials of the club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-03 |
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