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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| MI | RA | APPROVED | 2010-10-13 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
Lake Orion, MI • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Southfield | MI | 07/1993 | Present |
| Morgan Stanley Smith Barney | Southfield | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.MHSAA, Michigan High School Athletic Association; Investment related-No; East Lansing, MI; Umpire Baseball and Softball; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 2 2. *521098 - Trust; Investment related Yes; Troy, Michigan; Trustee/Co-Trustee; 09/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-24 |
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