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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-09-11 |
| TX | RA | APPROVED | 2014-09-08 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Birmingham | MI | 10/2014 | Present |
*563353 - Fiverr.com; Investment related-No; Royal Oak, Michigan; Freelance Services; Freelance (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; Administrative *632479- Wolfe Investment Properties LLC; Investment related: Yes; Royal Oak, Michigan; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 10; Identify and invest in real estate investment opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-07 |
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