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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2012-11-28 |
Branch Locations
3700 Embassy Parkway Suite 340, Akron, OH 44333 • 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 | Akron | OH | 11/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. FAMILY FARMING OPERATION; 2 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; HELP MY SISTER WITH BOOKEEPING, MAINTENANCE, ETC. ON OUR FAMILY FARM; AKRON, OH 2. Goat Powered LLC; Investment related; Car racing; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 1; Manage checkbook, pay bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-14 |
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