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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-26 |
| OH | RA | APPROVED | 2016-05-12 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • United States
Monclova, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Toledo | OH | 05/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
-10. Kudlow Management; MONCLOVA,OH; Real Estate; Investment related; Sole Proprietor / Owner / Partner; 03/2017; During business hours: 0; After business hours: 1 11. Sonesta Grove; Investment related; Coconut Grove, FL; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2016; During business hours: 0; After business hours: 0; New rental property, Management company is running it. 12. *372001 - Rental Property; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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