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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-08-26 |
| MI | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED | 2022-08-19 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 10/2012 | 08/2022 |
| Bank Of America, N.A. | Troy | MI | 01/2013 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*517815 - Child Safe; Investment related: No; Farmington Hills, Michigan; Charitable, Non-Profit; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2013; During business hours: 0; After business hours: 2; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-27 |
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