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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-13 |
| MI | RA | APPROVED | 2023-10-24 |
Branch Locations
2430 East Hill Road, Grand Blanc, MI 48439 • United States
130 Kercheval Avenue, Grosse Pointe Farms, MI 48236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedman & Goldberg, Cpa'S | Grand Blanc | MI | 09/2014 | 02/2020 |
| Morgan Stanley | Grosse Pointe Farms | MI | 10/2022 | Present |
| Snider Financial | Flint | MI | 03/2020 | 09/2022 |
1. BLAC Horse, LLC (est. 11/30/2016): Residential Real Estate Rental, single family property. Business Address 2243 Maiden Lane, Grand Blanc, MI 48439. Partner, accounting, bookkeeping, check signing/funds disbursements. 3 hours/mo., 0 hours/mo. during securities trading hours. 2. Copper Group Properties, LLC (est. 01/01/2022): Land Contract. Business Address 2243 Maiden Lane, Grand Blanc, MI 48439. Partner, accounting, bookkeeping, check signing/funds disbursements. 1 hours/mo., 0 hours/mo. during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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