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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| MI | RA | APPROVED | 2026-02-04 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Grosse Pointe | MI | 07/2021 | 01/2022 |
| Canisius College | Buffalo | NY | 08/2014 | 05/2018 |
| Echl Personnel Of New Jersey | Trenton | NJ | 06/2018 | 03/2020 |
| Unemployed | Grosse Pointe Woods | MI | 04/2020 | 05/2021 |
| Jpmorgan Chase | Grosse Pointe | MI | 06/2021 | 01/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2022 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 02/2022 | 08/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2022 | 08/2022 |
| Plante Moran Financial Advisors | Detroit | MI | 09/2022 | 12/2025 |
| Morgan Stanley | Birmingham | MI | 12/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-02 |
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