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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2022-06-23 |
| OH | RA | APPROVED | 2020-11-13 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Akron | OH | 10/2014 | 04/2019 |
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 01/2020 | Present |
| Ubs Financial Services | Cleveland | OH | 05/2019 | 01/2020 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2022 | Present |
1. *415875 - Carmden Acres LLC DBA EvergreenCLE; Investment related: Yes; Hinckley, Ohio; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 10; 2. *417074 - Natasha Krys LTD; Investment related: Yes; Hinckley, Ohio; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2013; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-15 |
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