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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-22 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
Granville, OH • 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 | Columbus | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
BJE INVESTMENTS LLC; INVESTMENT RELATED; GRANVILLE/OH; HOLDING COMPANY; TITLE: MANAGING PARTNER; START DATE: 3/2006; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. WHEM LLC; NOT-INVESTMENT RELATED; GRANVILLE/OH; HOLDING COMPANY; TITLE: MANAGING MEMBER; START DATE: 7/1998; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-03 |
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