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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-11 |
| MI | RA | APPROVED | 2021-07-12 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Royal Oak | MI | 05/2016 | 02/2018 |
| Citizens Bank | Royal Oak | MI | 02/2018 | 02/2021 |
| Citizens Securities, Inc. | Southfield | MI | 02/2018 | 12/2020 |
| Morgan Stanley | Troy | MI | 03/2021 | Present |
*428502 - Trust; Investment related: Yes; Farmington Hills, Michigan; Trust; Trustee/Co-Trustee; 03/2020; During business hours: 0; After business hours: 1; *668923- TBD; Investment related: No; Birmingham, Michigan; Wedding Officiant Business (LLC); Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 15; Wedding Officiant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-29 |
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