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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| MI | RA | APPROVED | 2025-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | MI | 04/2025 | Present |
| Planning Alternatives | Birmingham | MI | 12/2021 | 03/2025 |
| Hoover & Associates | Royal Oak | MI | 04/2021 | 12/2021 |
| Equitable Advisors | Troy | MI | 01/2021 | 03/2021 |
| Rose Asset Management | Clarkston | MI | 06/2020 | 12/2020 |
| Home Depot | Ypsilanti | MI | 10/2018 | 06/2020 |
| David V. Spurlin Md | Birmingham | MI | 05/2018 | 09/2018 |
| Michigan Department Of Agriculture | Lansing | MI | 09/2017 | 04/2018 |
| University Of Hawaii At Manoa | Honolulu | HI | 08/2015 | 05/2017 |
| Self | Birmingham | MI | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
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