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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-20 |
| CA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Grand Richards | MI | 03/2009 | Present |
| Morgan Stanley Smith Barney | Grand Rapids | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. *568275 - CSI Investment Committee; Investment related-No; Grand Rapids, Michigan; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 10; After business hours: 0; Monitor outside investment managers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-26 |
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