Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-01
MI RA APPROVED 2015-08-10
  • TX RA
    APPROVED
    Since 2020-04-01
  • MI RA
    APPROVED
    Since 2015-08-10

Branch Locations

East Lansing, MI • United States

2900 West Road Suite 300, East Lansing, MI 48823 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley East Lansing MI 07/2015 Present
Morgan Stanley Private Bank, National Association New York NY 10/2015 Present
  • 07/2015 → Present
    East Lansing, MI
  • 10/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

1. DePaul University; Not Investment related; Driehaus College of Business; committee member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 0; After business hours: 1; Finance advisory board of directors for both the undergraduate and graduate departments at the college of business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-28
S63 Uniform Securities Agent State Law Examination 2005-12-20
  • S66 Uniform Combined State Law Examination
    2015-08-28
  • S63 Uniform Securities Agent State Law Examination
    2005-12-20

View on SEC IAPD

More in East Lansing, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor