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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED_RES | 2022-10-31 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Olmstead | OH | 07/2007 | 10/2022 |
| Bank Of America, N.A. | Westlake | OH | 11/2013 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Westlake | OH | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
*OBI - 552827 - Ronald McDonald Charities Northeast Ohio ; Investment related - No ; Cleveland, Ohio ; Children/Youth:Economic Assistance:Health and Welfare ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2018 ; During business hours : 0 ; After business hours : 5 ; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-09 |
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