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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-27 |
| MI | RA | APPROVED | 2021-06-24 |
Branch Locations
2900 West Road Suite 300, East Lansing, MI 48823 • United States
2430 East Hill Road, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Chase Bank | New York | NY | 07/2011 | 06/2021 |
| J.P Morgan Securities Llc. | New York | NY | 07/2011 | 06/2021 |
| Morgan Stanley Smith Barney Llc | East Lansing | MI | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2021 | Present |
*441632 - MSU Finance Association Advisory Board; Investment related No; East Lansing, MI; Public Schools, Board member, (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0.33; After business hours: 0. *443277 - Rental Condo; Investment related Yes; Auburn Hills, MI; Public Schools, Board member, (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0.33; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-09 |
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