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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED_RES | 2025-03-12 |
Branch Locations
255 E Brown St Ste 400, Birmingham, MI 48009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | Present |
HIDDEN RIDGE OF SPRINGFIELD LLC; INV RELATED;BLOOMFIELD HILLS, MICHIGAN; REAL ESTATE; 100% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING | BROOKDALE DEVELOPMENT LLC; INV RELATED; BLOOMFIELD HILL MI; HOLDS REAL ESTATE; 100% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH ; 0 HOURS DURING TRADING | LONG MEADOW DEVELOPMENT, LLC; INV RELATED; BLOOMFIELD HILLS, MI; 100% OWNERSHIP; 06/2005; HOLD REAL ESTATE ASSETS POWER OF ATTORNEY FOR FRIEND; INV RELATED;BIRMINGHAM,MI; POWER OF ATTORNEY/CO-POWER OF ATTORNEY; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| CO-TRUSTEE FOR FRIEND ; INV RELATED;BIRMINGHAM,MI; CLIENT REQUEST; CO-SUCCESSOR; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; DELAWARE TRUST ; INV RELATED;BIRMINGHAM,MI; ADVISING THE BOARD ON DISTRIBUTIONS ; DISTRIBUTION ADVISOR; START DATE: 04/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RSG FAMILY INVESTMENTS LLC ; INV RELATED;BIRMINGHAM,MI; FIDUCIARY OFFICER; START DATE: 05/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-01 |
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