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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-06 |
| MI | RA | APPROVED | 2024-06-12 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 01/2024 | Present |
| Waterford Bank N.A. | Troy | MI | 01/2020 | 01/2024 |
| Clarkston State Bank | Waterford | MI | 01/2001 | 01/2020 |
(1) 581228 - Jill's Oven & Bakery LLC / Investment Related / Clarkston, MI / Home Bakery / Sole Proprietor, Owner / Start January 2023 / During Business Hours: 0 / After Business Hours: 10 / Labor, Service, Accounting, Bookkeeping. (2) 581230 - Heritage Appraisal LLC / Not Investment Related / Troy, MI / Art Appraisals / Bookkeeper / Start January 2017 / During Business Hours: 0 / After Business Hours: 1 / Accounting, Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-27 |
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