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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-02 |
| MI | RA | APPROVED | 2022-04-09 |
Branch Locations
4760 Fashion Square Boulevard, Saginaw, MI 48604 • United States
325 South Main Street, Frankenmuth, MI 48734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Saginaw | MI | 01/2022 | Present |
| Vassar Public Schools | Vassar | MI | 01/2012 | 05/2017 |
| Northwestern Mutual | Saginaw | MI | 03/2021 | 10/2021 |
| Vassar Pubic Schools | Vassar | MI | 01/2021 | 03/2021 |
| Blasius Countertops | Vassar | MI | 06/2017 | 10/2018 |
| Frankenmuth Bible Church | Frankenmuth | MI | 09/2018 | 03/2019 |
| Unemployed | Siguatepeque | 04/2019 | 08/2019 | |
| Saginaw Valley State University | Saginaw | MI | 10/2019 | 12/2021 |
| Morgan Stanley Smith Barney Llc | Frankenmuth | MI | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
*487689- Trust; Investment related -Yes; Vassar, Michigan; Successor Role; 10/2021; During business hours: 0; After business hours: 0; *505582 : Woodworking ; Investment related : No; Vassar ; Michigan ; Art/Culture ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2022 ; During business hours : 0 ; After business hours : 5 ; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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