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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-07-26 |
Branch Locations
2900 West Road Suite 300, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | East Lansing | MI | 05/2009 | 07/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | Present |
| Morgan Stanley | East Lansing | MI | 07/2016 | Present |
DEWITT RIVER DEVELOPMENT,LLC; INV. RELATED; DEWITT, MI; COMMERCIAL REAL ESTATE BUSINESS, CO-OWNER, START DATE 5/2001; MINIMAL TIME SPENT; 0 HRS DURING TRAIND. *375683 - Food Factory; Investment related Yes; Lake City, MI; Restaurant; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-02 |
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