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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-27 |
| MI | RA | APPROVED | 2010-05-20 |
Branch Locations
1108 North Main Street, Rochester, MI 48307 • United States
Franklin, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Rochester | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Grand Rapids | MI | 04/2014 | Present |
1. FITZGERALD CAPITAL LLC; ST CLAIR SHORES, MI; OWNER; RENTAL PROPERTY MANAGEMENT; .25 HOURS ARE DEVOTED PER WEEK DURING NON OPERATING HOURS *331396- Case Fitzgerald Properties LLC; Investment related: Yes; Franklin, Michigan; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 0; After business hours: 1; Invest in the properties *569066 - MissionSquare Retirement; Investment related-No; Washington, District of Columbia; Not For Profit Organization; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 0.15; Providing feedback
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-23 |
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