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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
277 South Rose Suite 3100, Kalamazoo, MI 49007 • 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co., Inc. | St. Joseph | MI | 03/2012 | 03/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2026 | Present |
| Morgan Stanley Smith Barney Llc | Kalamazoo | MI | 03/2026 | Present |
(1) 689861 - Lake Michigan College Foundation / Not Investment Related / Benton Harbor, MI / Non-Profit, Education / Finance Committee, Investment Committee, Board Member / Start 01-July-2016 / During business hours: 1 / After business hours: 2 / Investment Decisions, Advice. (2) 689863 - Humane Society of Southwest Michigan / Not Investment Related / St. Joseph, MI / Animals / Board Member / Start 01-January-2024 / During business hours: 1 / After business hours: 2 / Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-30 |
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