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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-17 |
| TX | RA | APPROVED_RES | 2026-04-16 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 |
|---|---|---|---|---|
| Comerica Securities | Richmond | VA | 04/1993 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Ameriprise Financial Services, Llc | Grosse Pointe Woods | MI | 08/2023 | 04/2026 |
| Ameriprise Financial Services, Llc | Grosse Pointe Woods | MI | 03/2020 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-28 |
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