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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-18 |
| OH | RA | APPROVED | 2014-06-18 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pepper Pike | OH | 06/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
100 Ocean's Pond LLC; Investment related; BENTLEYVILLE, OH; Managing Member; 03/2017; During business hours: 0; After business hours: 0 *382799 - CBK Netting LLC; Investment Related - Yes; Bentleyville, OH; Recreation; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Apr 2020; During Business Hours: 0; After Business Hours: 2; Sales/Marketing, Business Development/Growth. * 429755 â?" Estate; Investment related Yes; Darien, CT; March 2021; During business hours: 5; After business hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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