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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 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1108 North Main Street, Rochester, MI 48307 • United States
Oakland Twp, 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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Rochester | MI | 04/2007 | Present |
| Morgan Stanley Smith Barney | Birmingham | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-02 |
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