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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Birmingham | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *41927- Michigan State University Broad College of Business Finance Advisory Board; Investment related: No; East Lansing, Michigan; Education; Advisory Board, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 2; After business hours: 0; Student engagement and mentorship 2.Garage 185 LLC; Investment related: Yes; Real Estate; General Partner(proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; *631522 - Michigan State University Broad College of Business; Investment related: No; East Lansing, Michigan; Public Schools; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 4/2025; During business hours: 3; After business hours: 0; The primary objective of advisory board membership is to provide counsel, advice and support to the Broad College leadership, faculty, staff, students, and alumni as well as promote the mutual interests of the college by fostering network connections and engaging with alumni.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-04 |
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