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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Canton | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1-TO SERVE ON THE MEMBERSHIP COMMITTEE WITH THE NORTON, OH CHAPTER OF KIWANIS INTERNATIONAL. 2.Norton City Schools; Investment related-No; Norton OH; Government / Municipality; Upcoming School Levy Finance Comittee members(proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 5 3. *494646 - Seymour Rentals LLC; Investment related Yes; Massillon, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 10; Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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