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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED_RES | 2025-02-07 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Canton | OH | 05/2013 | 02/2020 |
| Key Investment Services | Canton | OH | 02/2020 | 02/2025 |
| Morgan Stanley Smith Barney Llc | Canton | OH | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
*659223 - N/A; Investment related: Yes; MASSILLON, Ohio; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 3; WATCH BUYING/SELLING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-09 |
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