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Keith Richard Meyer

Morgan Stanley

Centerville, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-01-20
TX RA APPROVED 2017-01-20
  • OH RA
    APPROVED
    Since 2017-01-20
  • TX RA
    APPROVED
    Since 2017-01-20

Branch Locations

7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dayton OH 07/2001 01/2017
Bank Of America, N.A. Dayton OH 12/2009 01/2017
Morgan Stanley Smith Barney Llc Centerville OH 01/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2017 Present
  • 07/2001 → 01/2017
    Dayton, OH
  • 12/2009 → 01/2017
    Bank Of America, N.A.
    Dayton, OH
  • 01/2017 → Present
    Morgan Stanley Smith Barney Llc
    Centerville, OH
  • 01/2017 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

1) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION ADDRESS OF BUSINESS: CENTERVILLE, OH 45458 NATURE OF BUSINESS: RENTAL PROPERTY START DATE OF RELATIONSHIP: 12/02/2013 NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: OWNER 2) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION ADDRESS OF BUSINESS: CENTERVILLE, OH 45458 NATURE OF BUSINESS: RENTAL PROPERTY START DATE OF RELATIONSHIP: 07/15/2010 NUMBER OF HOURS DEVOTED PER MONTH: 0 DUTIES: THIS PROPERTY WAS OUR FAMILY'S PRIOR PRIMARY RESIDENCE. WE RECENTLY MOVED INTO ANOTHER HOME AND KEPT OUR PRIOR RESIDENCE TO TURN INTO A RENTAL PROPERTY SOLELY 100% OWNED BY US. 3)I*73633 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CENTERVILLE, OHIO NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/16/2014 NUMBER OF HOURS DEVOTED AFTER BUSINESS: 1 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF A RENTAL PROPERTY *319419 - University of Dayton; Investment related No; Dayton, OH; Education; Aug 2017; Employee (proprietor, partner, officer, director, employee, trustee, agent); During business hours: 0; After business hours: 15; Adjunct Professor/Instructor. 6)Real Estate; Investment related Yes; Brookville IN; Passive investment; Owner and operator of rental property(proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 0 *531290 - MB3 Vending LLC; Investment related: Yes; Dayton, Ohio; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 10 ;Labor/Service, Administrative, Accounting/Bookkeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-24
  • S66 Uniform Combined State Law Examination
    2002-08-24
Designations
Other Names
  • Keith Meyer

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