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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-01 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2012 | 04/2023 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*555453 - The Ohio State University; Investment related - No; Columbus, Ohio; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 10; After business hours: 10; Administrative *629197- Short North Stage; Investment related: No; Columbus, Ohio; Art/Culture; Board Member:Advisory Board:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 2; After business hours: 8; Administrative:Accounting/Bookkeeping:Business Development/Growth:Fundraising:Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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