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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED | 2017-01-20 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 01/2000 | 01/2017 |
| Bank Of America, N.A. | Miamisburg | OH | 12/2009 | 01/2017 |
| Morgan Stanley | Beavercreek | OH | 01/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2017 | Present |
NEW FREEDOM CHURCH, 15 E. WARREN ST, LEBANON, OHIO 45036 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 15, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 01/01/13, POSITION - TRUSTEE; BOARD OF TRUSTEES-NON-PAYING POSITION. RESPONSIBLE FOR OVERSEEING FINANCIAL TRANSACTIONS OF THE CHURCH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-10 |
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