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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-05-27 |
| IN | RA | APPROVED | 2009-10-21 |
| TX | RA | APPROVED_RES | 2009-10-20 |
| OH | RA | APPROVED | 2009-10-19 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Grand Rapids | MI | 06/2009 | Present |
FELLOWES INC. NON INVESTMENT RELATED 1789 NORWOOD AVE ITASCA, IL 60143 SUBCONTRACTOR FOR COMPUTER WORK 03/2004 - PRESENT APPROX 6 HOURS PER MONTH 0 HOURS DURING SECURITIES TRADING I MAP SPREADSHEETS FOR THEIR INVOICE CONTROL *568988 - Watermark Women's Golf League Board; Investment related-No; Grand Rapids, Michigan; Sports; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-06 |
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