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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| MI | RA | APPROVED | 2012-11-30 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kalamazoo | MI | 11/2012 | 02/2018 |
| Morgan Stanley | Grand Rapids | MI | 02/2018 | Present |
1. *391945 - successor trustee, successor executor and successor POA (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 0; After business hours: 5; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-26 |
| S65 | Uniform Investment Adviser Law Examination | 2011-11-20 |
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