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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED_RES | 2020-03-19 |
| MI | RA | APPROVED | 2010-09-28 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
Boyne City, MI • United States
Birmingham, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Farmington | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*696958 - Rogers Family Properties LLC; Investment related No; United Kingdom; LLC for Property Holding for Personal Secondary Home; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-24 |
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