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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-10-21 |
| MI | RA | APPROVED | 2010-09-28 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Troy | MI | 08/1992 | Present |
| Morgan Stanley Smith Barney | Troy | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Owner of rental properties Longboat Key, FL and Glen Arbor, MI; effective 12/2015; 1 after business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-27 |
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