Kaitlyn E Vollbach

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-03
MI	RA	APPROVED	2022-05-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Bloomfield Hills	MI	06/2021	Present
Plastic Omnium	Troy	MI	05/2019	05/2021
Kaplan, Mills, Katzman, Klein, And Koterba, Pc	Bloomfield Hills	MI	02/2018	04/2019
Oakland University	Rochester	MI	02/2017	02/2018
Pine River Golf Course	Standish	MI	04/2016	09/2018
Fergie's Pizza	Standish	MI	04/2014	09/2017
Student	Standish	MI	01/2011	04/2021

06/2021 → Present

Morgan Stanley Smith Barney Llc

Bloomfield Hills, MI
05/2019 → 05/2021

Plastic Omnium

Troy, MI
02/2018 → 04/2019

Kaplan, Mills, Katzman, Klein, And Koterba, Pc

Bloomfield Hills, MI
02/2017 → 02/2018

Oakland University

Rochester, MI
04/2016 → 09/2018

Pine River Golf Course

Standish, MI
04/2014 → 09/2017

Fergie's Pizza

Standish, MI
01/2011 → 04/2021

Student

Standish, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-06