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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-18 |
| TX | RA | APPROVED_RES | 2020-03-19 |
| MI | RA | APPROVED | 2013-05-02 |
Branch Locations
119 West Clinton Street, Howell, MI 48843 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Farmington Hills | MI | 04/2013 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Howell | MI | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-23 |
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