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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-02-16 |
| MI | RA | APPROVED | 2010-10-05 |
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Troy | MI | 05/2006 | Present |
| Morgan Stanley Smith Barney | Troy | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
Investment Related (Y or N): Y Business Address (City, State): St Claire Shores, MI Nature of the business: Real Estate/Property Rental Relationship/position: Sole Proprietor/ Owner/ Partner Hours during trading hours: 0 Number of hours after business hours: 0 Description: husband manages property & collects rent from tenants. I have minimal involvement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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