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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MI | RA | APPROVED | 2022-12-02 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Farmington Hills | MI | 10/2012 | 12/2022 |
| J. Michael Investments | St Clair Shores | MI | 04/2017 | 01/2020 |
| Morgan Stanley Smith Barney Llc | Farmington Hills | MI | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-13 |
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