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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-22 |
| OH | RA | APPROVED | 2012-09-07 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 06/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
3.* 421827 - YouTube; Investment related No; San Bruno, CA; Technology; Creator (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021; During business hours: 0; After business hours: 4. 4. *538294 - Rental Property; Investment related: Yes; Cincinnati, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Property Management, Other 5. *571030 - YouTube; Investment related No; Cincinnati, Ohio; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; Owner of the YouTube Channel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-06 |
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