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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 | 2010-10-05 |
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 Smith Barney | Grand Rapids | MI | 06/2009 | Present |
| Citigroup Global Markets Inc. | Grand Rapids | MI | 06/1998 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*572067- Grand Rapids Christian School; Investment related: No; Grand Rapids, Michigan; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; General member of committee that provides big picture oversight evaluation *626458- Hope College; Investment related-No; Holland, Michigan; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-25 |
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