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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| OH | RA | APPROVED | 2019-01-18 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Pepper Pike | OH | 11/2014 | 01/2019 |
| Bank Of America, N.A. | Pepper Pike | OH | 01/2015 | 01/2019 |
| Morgan Stanley | Pepper Pike | OH | 01/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
*383154 - Rental Property; Investment related No; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0+; After business hours: 0+;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-18 |
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