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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-05 |
| MI | RA | APPROVED | 2021-10-08 |
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 | Livonia | MI | 10/2012 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Farmington Hills | MI | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-14 |
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