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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-29 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
41 South High Street Suite 2700, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Columbus | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2025 | Present |
(1) 470192 - Jeremy & Lydia Ohlinger / Investment Related / Lakeside, OH / Real Estate / Sole Proprietor, Owner / Start 17-December-2021 / During business hours: 0 / After business hours: 5 / Property Management, Administrative, Accounting, Bookkeeping. (2) 539386 - Northwest Swim Club / Not Investment Related / Columbus, OH / Social & Recreational / Board Member, Finance Committee / Start 01-February-2023 / During business hours: 0 / After business hours: 2; Business Development and Growth, Accounting, Bookkeeping. (3) 646225 - Worthington Christian / Not Investment Related / Worthington, OH / Assistant High School Tennis Coach / Employee / Start 01-August-2025 / During business hours: 0 / After business hours: 10 / Assistant tennis coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-23 |
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