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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-04-05 |
| MI | RA | APPROVED | 2022-04-28 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • 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 | Bloomfield Hills | MI | 11/2013 | 04/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 04/2022 | Present |
COMMERCIAL RENTAL PROPERTY, INV RELATED, WINFIELD, IL, 5% OWNERSHIP, START 8/31/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PASSIVE INVESTOR. DESTINATIONS LLC, INV RELATED, SOUTH LYON, MI, 100% OWNERSHIP, START 8/22/2023, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, TO HOLD REAL ESTATE. BEYER FAMILY DYNASTY TRUST ; INV RELATED;BLOOMFIELD HILLS ,MI; TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 02/10/2020; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-18 |
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