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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-10-07 |
| FL | RA | APPROVED | 2024-08-27 |
Branch Locations
5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Grand Rapids | MI | 01/2023 | Present |
| L3Harris Technologies | Melbourne | FL | 01/2021 | 05/2022 |
| Brevard County Ocean Rescue | Cocoa Beach | FL | 05/2015 | 09/2022 |
| L3Harris Technologies | Melbourne | FL | 07/2020 | 08/2020 |
| Amateur Athletic Union | Rockledge | FL | 01/2017 | 05/2018 |
| Morgan Stanley | Melbourne | FL | 09/2022 | 12/2022 |
*624948- New Troy (Musical act); Investment related: No; Satelite Beach, Florida; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 20; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-26 |
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