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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-30 |
| MI | RA | APPROVED | 2010-05-20 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*326176 - Cranbrook Educational Community; Investment related: No; Bloomfield Hills, Michigan; Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 0; After business hours: 1; Other 2.*393702 - Resort Pike, LLC; Investment Related - No; Bloomfield Hills, Michigan; Investment/Finance/Banking; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Mar 2020; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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