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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-09-18 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. VASJ HIGH SCHOOL; Investment related; Cleveland OH; School; Member of the Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2009; During business hours: 0; After business hours: 1; review financial statements, budgets and reporting to the Diocese of Cleveland.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
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