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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-05-23 |
| TX | RA | APPROVED_RES | 2019-04-08 |
Branch Locations
33604 Grand River Avenue, Farmington, MI 48335 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Farmington | MI | 06/2009 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Advisory Services Network, Llc | Atlanta | GA | 04/2019 | Present |
BIS LLC: MANAGING MEMBER, LANDLORD FOR RENTAL PROPERTY SINCE 08/2024. TIME SPENT: ESTIMATE LESS THAN 1 HOUR PER MONTH, NONE DURING TRADING HOURS. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-20 |
| S66 | Uniform Combined State Law Examination | 2006-10-16 |
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