Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-27
MI RA APPROVED 2023-06-29
  • TX RA
    APPROVED
    Since 2023-09-27
  • MI RA
    APPROVED
    Since 2023-06-29

Branch Locations

5122 Cascade Road 1St Floor, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Grand Rapids MI 12/2022 Present
Ernst & Young Detroit MI 09/2021 12/2022
Western Michigan University Kalamazoo MI 08/2016 06/2021
Morgan Stanley Private Bank, N.A New York NY 08/2023 Present
  • 12/2022 → Present
    Grand Rapids, MI
  • 09/2021 → 12/2022
    Ernst & Young
    Detroit, MI
  • 08/2016 → 06/2021
    Western Michigan University
    Kalamazoo, MI
  • 08/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-29
  • S66 Uniform Combined State Law Examination
    2023-06-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor