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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-06 |
| TX | RA | APPROVED_RES | 2022-06-06 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 11/2003 | 06/2022 |
| Bank Of America, N.A. | Columbus | OH | 05/2010 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
For profit or not for profit: Entity Charitable Name of outside business organization: BGCCO Milo-Grogan Holding Company Investment related: N Address of business: Columbus, Ohio, 43206 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 12/15/2021 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 5 Duties: , BGCCO Milo-Grogan PC Company exists to acquire, lease, hold, construct, develop, maintain, and operate facilities located at 1000 Cleveland Avenue, for youth development programming for school aged youth for the benefit of the Boys and Girls Clubs of Central Ohio (BGCCO). For profit or not for profit: Entity Charitable Name of outside business organization: BCCCO - Milo-Grogan PC Company Investment related: N Address of business: Columbus, Ohio, 43206 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 12/15/2021 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 5 Duties: , PURPOSE BGCCO Milo-Grogan PC Company exists to support the Boys & Girls Clubs of Central Ohio (BGCC) New Markets Tax Credits structure. *514981- Boys and Birls Club of Central Ohio; Investment related-No; Columbus, Ohio; Children/Youth; Board Member, Finance Committee, Diversity and Inclusion Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2018; During business hours: 4; After business hours: 2; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-14 |
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