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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-19 |
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bloomfield Hills | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Kingston Partners LLC; Investment related-Yes; Detroit | Michigan; Business / Company; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: Nil; After business hours:.1; Purchase private real estate for rental purposes 2. Eli Broad College of Business Finance; Not Investment related; Charity / Private Foundation; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 1; After business hours: 1; provide insight and advice to the MSU Broad finance program. *464115 - Rental Real Estate; Investment related: Yes; Detroit, Michigan; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0; Other *506346 - Rental property; Investment related: Yes; Detroit, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 1; Owner *569037 - Real Estate ; Investment related - Yes ; Detroit,Michigan ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 1 ; After business hours : 0 ; Administrative *636052- Rental Property; Investment related: Yes; Detroit, Michigan; Rental Property:Real Estate; Spouse owns property. (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 1; After business hours: 4; I will support spouse who owns property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
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