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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-03 |
| OH | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-17 |
Branch Locations
221 East 4Th Street Atrium Building, Cincinnati, OH 45202 • 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 | Cincinnati | OH | 01/2014 | 04/2025 |
| Bank Of America. N.A. | Cincinnati | OH | 01/2014 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
*638952 - Cincinnati Country Day School; Investment related: No; Cincinnati; Ohio; Education; Financial Literacy Teacher (proprietor, partner, officer, director, employee, trustee, agent); 08/2024 During business hours: 0; After business hours: 4; Teacher
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
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