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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-22 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Shelby Township | MI | 10/2009 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
Real Estate Ownership; Single family ; Troy MI 48085; Investment Related; June 2006 Real Estate Ownership; Single family ; Shepherd MI 48883; Investment Related; June 2005 Real Estate Ownership; Single family ; Shepherd MI 48883; Investment Related; June 2008 *501084 : Blue Horseshoe Holdings LLC ; Investment related : Yes ; Macomb; Michigan ; Real Estate ; Agent (proprietor, partner, officer, director, employee, trustee, agent) ; 6/2010 ; During business hours : 0 ; After business hours : 20 ; Property Management Independent Insurance Brokering; New York Life; August 2013; Universal Life, term life, whole life, Annuity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
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