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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-26 |
| TX | RA | APPROVED_RES | 2021-07-26 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
CO-TRUSTEE FOR UNCLE, INV RELATEDE, WHITE LAKE, MI, START: 10/2014, 1 HOUR PER MONTH/0 DURING TRADING. FRANKLIN FAIRWAY HOMEOWNERS ASSOCIATION, NOT INV. RELATED, FARMINGTON HILLS, MI., START: 12/01/15, 1 HOUR/MONTH, 0 DURING TRADING, NEIGHBORHOOD MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-04 |
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