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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-04 |
| OH | RA | APPROVED | 2021-04-27 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
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 | 09/2011 | 04/2021 |
| Bank Of America, N.A. | Columbus | OH | 12/2011 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-21 |
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