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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-06 |
| TX | RA | APPROVED_RES | 2010-05-18 |
Branch Locations
277 South Rose Suite 3100, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Kalamazoo | MI | 06/1994 | Present |
| Morgan Stanley Smith Barney | Kalamazoo | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*616840 - Kalamazoo Institute of Arts; Investment related: No; Kalamazoo, Michigan; Art/Culture, Education; Endowment and Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Other *689478- Mitten Coast Rentals, LLC; Investment related: Yes; Lawton, Michigan; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-15 |
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