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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-14 |
| MI | RA | APPROVED | 2018-12-12 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Livonia | MI | 05/2016 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Livonia | MI | 05/2016 | 11/2018 |
| Morgan Stanley | Troy | MI | 11/2018 | Present |
*533540- HolmesMade by Maeghan Etsy Shop; Investment related-Yes; West Bloomfield, Michigan; Selling handmade and vintage items on Etsy; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 20;Administrative, Business Development/Growth, Customer Service, Labor/Service, Sales/Marketing, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-27 |
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
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