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325 W. Main St., Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silvermine Golf Club | Norwalk | CT | 03/2014 | 03/2018 |
| The Patterson Club | Fairfield | CT | 04/2018 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 04/2019 | 07/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | 08/2021 |
| Strategic Advisory Partners | Greensboro | NC | 02/2022 | Present |
| Unemployed | Boco Raton | FL | 09/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-26 |
| S66 | Uniform Combined State Law Examination | 2019-06-22 |
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