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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-04-29 |
| TX | RA | APPROVED | 2019-04-26 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dayton | OH | 06/1997 | 04/2019 |
| Bank Of America,Na | Dayton | OH | 12/2009 | 04/2019 |
| Morgan Stanley | Centerville | OH | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
1. Roaring Fork Enterprises; Investment related; Dayton OH; Rental properties; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2003; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-29 |
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