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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| MI | RA | APPROVED | 2014-11-17 |
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 | 11/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
| Morgan Stanley Smith Barney Llc | Frankenmuth | MI | 06/2015 | Present |
1)LOWELL HIGH SCHOOL / EDUCATION / 11700 VERGENNES ST LOWELL , MI 49331 / ATHLETIC COACH / NON PROFIT / START DATE 11/07/2011 - 02/29/2012 / 4 HRS PER MONTH. *463917- Great Lakes Bay Economic Club; Investment related No; St. Charles, Michigan; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Provide ideas for outside speakers, engage interest *613168 - Stevens Center or Family Business; Investment related -No; University Center, Michigan; Civic/Religious/Community; Executive Council (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 2; Business Development/Growth *688709- Saginaw Valley Torch Club; Investment related: No; Columbus, Oklahoma; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
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