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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-20 |
| MI | RA | APPROVED | 2023-04-10 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 05/2019 |
| Northwestern Mutual Investment Services Llc | Troy | MI | 01/2021 | 01/2023 |
| Albion College | Albion | MI | 08/2014 | 05/2018 |
| Mark Brooks | Troy | MI | 01/2020 | 01/2023 |
| John Kessler | Troy | MI | 05/2019 | 01/2023 |
| Shores Car Care | Saint Clair | MI | 08/2015 | 08/2017 |
| Peak Valet | Troy | MI | 05/2015 | 10/2017 |
| Extravagante Valet | Royal Oak | MI | 11/2017 | 01/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2021 | 01/2023 |
| Morgan Stanley | Farmington Hills | MI | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-22 |
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