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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Comerica Securities | New York | NY | 04/2000 | 08/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 08/2023 | 03/2026 |
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2026 | Present |
Real Estate Ownership / Hotel Condo / Not Investment Related / Boyne Falls, MI / Owner / Start 01-March-2010 / 1 hour devoted monthly / 0 during trading / Only duties is to own property, pay taxes and dues. Not part of board or management. Only has condo that the management company rents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-19 |
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