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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| MI | RA | APPROVED | 2025-10-07 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Birmingham | MI | 05/2014 | 09/2025 |
| Morgan Stanley | Bloomfield Hills | MI | 09/2025 | Present |
*661924 - Village of Beverly Hills - Parks and Recreation Board; Investment related: No; Beverly Hills, Michigan; Government; Board Member - Parks and Recreation Board Member/Secretary (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 5; Administrative:Other - plan park events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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