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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
3700 Embassy Parkway Suite 340, Akron, OH 44333 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Akron | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 407629 - Bluecoats, Inc; Investment related No; Clinton, OH; Charitable, Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2020; During business hours: 0; After business hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-15 |
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