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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-22 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toledo | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*311511- Maumee Valley Country Day School; Investment related No; Toledo, Ohio; Other; Committee on Trustees, Foundation Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2017; During business hours: 1; After business hours: 0;Other: Fundraising; My term as a School Board member ended June 10. will chair the committee on trustees for a 1 additional year. On June 23 I was asked to service on the Foundation Board. 1. Sunset Retirement Communities; Investment related No; Ottawa Hills, OH; Charity / Private Foundation; Chairman of the Board (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 1; After business hours: Nil *702816- WGTE Public Media; Investment related - No; Toledo, Ohio; Civic/Community; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 1; After business hours: 0; Business Development/Growth:Strategic Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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