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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2024-08-02 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 09/2009 | 08/2024 |
| Bank Of America, N.A. | Farmington Hills | MI | 12/2009 | 08/2024 |
| Morgan Stanley Smith Barney Llc | Farmington Hills | MI | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
(1) *608262 - Childrens Foundation; Investment related -No; Detroit, Michigan; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2016; During business hours: 0; After business hours: 5; Business Development/Growth *608265 - Central Michigan University- Pediatric Institutional Review Board; Investment Related - No; Mt. Pleasant, Michigan; Education; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2021; During Business Hours: 0; After Business Hours: 5; Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-05 |
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