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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-18 |
| MI | RA | APPROVED | 2015-06-04 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
119 West Clinton Street, Howell, MI 48843 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Howell | MI | 12/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
(1) 468529 - Howell Area Chamber of Commerce / Not Investment Related / Howell, MI / Civic, Community / Board Member and Board Past Chair / Start January 2022 / During business hours: 2 / After business hours: 0 / Administrative, Business Development and Growth, Accounting, Bookkeeping, Check Signing, Funds Disbursements. (2) 541175 - Howell Chamber of Commerce Foundation / Not Investment Related / Howell, MI / Civic, Community / Board Member and Board Past Chair / Start 28-March-2023; During business hours: 1 / After business hours: 0 / Business Development and Growth, Check Signing, Funds Disbursements, Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-27 |
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