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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-02 |
| MI | RA | APPROVED | 2020-06-09 |
Branch Locations
34901 Woodward Avenue Suite 300, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Farmington Hills | MI | 02/2018 | 05/2020 |
| Zausmer, August & Caldwell, P.C. | Farmington Hills | MI | 08/2012 | 02/2018 |
| The O.N. Equity Sales Company | Cincinnati | OH | 07/2019 | 05/2020 |
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 05/2020 | Present |
Tamarack Camps; not investment related; 6735 Telegraph Road, Suite 380, Bloomfield Hills, MI 48301; Director; 09/01/2015-current (appointment ends Aug. 2020); 5 hours/month(2 during securities trading hours); Oversee operations of the non-profit organization as one director on a board of 45 directors. *498495 - Temple Israel ; Investment related - No ; West Bloomfield, Michigan ; Children/Youth, Civic/Community, Education, Religious ; Board Member, Investment Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2022 ; During business hours : 0 ; After business hours : 2 ; Fundraising, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-26 |
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