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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-30 |
| MI | RA | APPROVED | 2022-10-10 |
Branch Locations
4760 Fashion Square Boulevard, Saginaw, MI 48604 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Saginaw | MI | 08/2022 | Present |
| The Dow Chemical Company | Midland | MI | 09/2011 | 08/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2022 | Present |
*620012 - Catholic Community Foundation of Mid-Michigan; Investment related: No; Saginaw, Michigan; Religious; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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