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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2012 | 08/2024 |
| Morgan Stanley Smith Barney Llc | Grand Blanc | MI | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
1. 605486 - Davison Township; Investment Related - No; Davison, Michigan; Government; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2021; During Business Hours: 0; After Business Hours: 1; Administrative, Investment Decisions/Advice. *605485 - Davison Community Schools; Investment Related - No; Davison, Michigan; Public Schools; Board Member, Other Committee- Building and Grounds Committee member, Personell Committee member, Board Trustee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 1; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-13 |
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