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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED_RES | 2022-09-02 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Cleveland | OH | 09/2014 | 04/2022 |
| Ohio Army National Guard | Columbus | OH | 09/2011 | 05/2019 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-18 |
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