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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-06 |
| MI | RA | APPROVED | 2024-01-26 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2016 | 01/2024 |
| Morgan Stanley | Bloomfield Hills | MI | 01/2024 | Present |
*603827 - Amy Desiree Coaching; Investment Related - Yes; Commerce, Michigan; Consulting, Civic/Religious/Community; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 15; Administrative, Accounting/Bookkeeping, Customer Service, Business Development/Growth, Sales/Marketing, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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