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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-01 |
| OH | RA | APPROVED | 2011-06-13 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Beavercreek | OH | 04/2014 | 02/2017 |
| Morgan Stanley Smith Barney Llc | Centerville | OH | 02/2017 | Present |
Javajig, LLC; Not investment related; Coffee processing; Owner; 06/2010; During business hours: 0; After business hours: 3 *563989- IYOO, LLC; Investment related -Yes; Dayton, Ohio; Has no business other than holding company for JavaJig interest; Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2011; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-21 |
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