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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-22 |
| TX | RA | APPROVED | 2021-01-22 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 06/2009 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
*422601 - Rental Property; Investment related Yes; Westerville, OH; Real Estate; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); July 2008; During business hours: 0; After business hours: 2; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-23 |
| S66 | Uniform Combined State Law Examination | 2002-03-25 |
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