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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-08-30 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
200 Public Square Suite 2600, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westlake | OH | 06/2009 | Present |
1. Rental Property ; Investment Related ; North Ridgeville, OH ; Rental ; Sole Proprietor / Owner / Partner ; Jul 2019 ; During business hours : 0 ; After business hours : 1 ; Owner/landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-16 |
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