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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-04-20 |
Branch Locations
231 East Wackerly Street, Midland, MI 48642-7061 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Saginaw | MI | 09/2005 | Present |
| Morgan Stanley Smith Barney | Saginaw | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Edward Jones | St Louis | MO | 04/2015 | Present |
Rental property Bay City, MI Start date: 1/1/2015 owner Hours per week: 0 Hours during trading: 0 Maintain property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-18 |
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