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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-15 |
| OH | RA | APPROVED | 2020-07-22 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 09/1989 | 07/2020 |
| Bank Of America, N.A. | Columbus | OH | 12/2009 | 07/2020 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 07/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | Present |
*406130 - Joe and Katharine Vinciguerra (Rental Farm land); Investment related -Yes; Westerville; Ohio; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 1; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-27 |
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