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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-17 |
| MI | RA | APPROVED | 2012-02-24 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
Grand Rapids, MI • United States
Naples, FL • 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 Smith Barney | Grand Rapids | MI | 02/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*388705 - Trust; Investment related: Yes; Grand Rapids, Michigan; Trust; Trustee/Co-Trustee; 01/2020; During business hours: 0.05; After business hours: 0; *388711 - Trust; Investment related: Yes; grand rapids, Michigan; Trust; Trustee/Co-Trustee; 01/2020; During business hours: 0.05; After business hours: 0; *450587 - POA; Investment related: Yes; Naples, Florida; POA; 09/2021; During business hours: 0.05; After business hours: 0; 4. *451935 - Power of Attorney; Investment related - Yes; Naples, Florida; 09/2021; During business hours: 0.5; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-11 |
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