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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-22 |
| OH | RA | APPROVED | 2009-06-01 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dublin | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
1. Sycamore Drive, LLC; Investment related; Ohio; Protect Farm Land; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2016; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-14 |
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