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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-20 |
Branch Locations
2001 Commonwealth Boulevard, Ann Arbor, MI 48105 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 09/2015 | 11/2020 |
| Bank Of America, N.A. | Ann Arbor | MI | 11/2015 | 11/2020 |
| Cetera Investment Services Llc | St.CLoud | MN | 11/2020 | 10/2021 |
| Tcf - Chemical Bank | Ann Arbor | MI | 11/2020 | 10/2021 |
| Cetera Investment Advisers Llc | Ann Arbor | MI | 11/2020 | 10/2021 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 08/2026 |
| Ameriprise Financial Services, Llc | Ann Arbor | MI | 06/2026 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Ann Arbor | MI | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-06 |
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