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Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-06-16
  • MI RA
    APPROVED
    Since 2020-06-16

Branch Locations

Bloomfield Hills, MI • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, N.A. New York NY 06/2016 05/2020
Morgan Stanley Birmingham MI 05/2016 05/2020
Icma-Rc Services, Llc Washington DC 06/2020 Present
  • 06/2016 → 05/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 05/2016 → 05/2020
    Birmingham, MI
  • 06/2020 → Present
    Icma-Rc Services, Llc
    Washington, DC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-29
S63 Uniform Securities Agent State Law Examination 2002-12-13
  • S66 Uniform Combined State Law Examination
    2011-06-29
  • S63 Uniform Securities Agent State Law Examination
    2002-12-13

View on SEC IAPD

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