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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-04-05 |
| MI | RA | APPROVED | 2022-04-28 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • 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 |
|---|---|---|---|---|
| Akiva Hebrew Day School | Southfield | MI | 09/2009 | Present |
| Youth Adult Division Of The Jewish Federation Of Metro Detroit | Bloomfield | MI | 06/2011 | Present |
| Morgan Stanley Wealth Management | Bloomfield Hills | MI | 10/2012 | 04/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 04/2022 | Present |
SCHON FLINT, LLC, INVT RELATED, HUNTINGTON WOODS, MI, 100% OWNERSHIP, START DATE 5/1/2014, 0 HRS PER MONTH, 0 HRS DURING TRADING, PASSIVE REAL ESTATE OWNERSHIP. SCHON DETROIT LLC, INVT RELATED, HUNTINGTON WOODS, MI, 100% OWNERSHIP, START DATE 6/1/2015, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES, PASSIVE REAL ESTATE OWNERSHIP. SCHON SAGINAW LLC, INVT RELATED, HUNTINGTON WOODS, MI, 100% OWNERSHIP, START DATE 2/1/2015, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES, PASSIVE REAL ESTATE OWNERSHIP. SCHON MONROE LLC, INVT RELATED, HUNTINGTON WOODS, MI, 100% OWNERSHIP, START DATE 1/1/2016, 0 HRS PER MONTH, 0 HRS DURING TRADING, NO DUTIES, PASSIVE REAL ESTATE OWNERSHIP. UNITED JEWISH FOUNDATION; INV RELATED; BLOOMFIELD HILLS, MI; INVESTMENT COMMITTEE MEMBER; START DATE: 09/15/2025; 3 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-23 |
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