Michelle E Katona

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-19
OH	RA	APPROVED	2023-04-26

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Houston	TX	07/2021	Present
Pride Technologies	Columbus	OH	06/2020	07/2021
Tailored Management	Columbus	OH	10/2019	05/2020
Zipzone Outdoor Adventures	Worthington	OH	05/2017	10/2019
Mortar Board National College Senior Honor Society	Columbus	OH	01/2019	06/2019
Md1Stop Urgent Care	Lewis Center	OH	01/2019	06/2019
Ups	Columbus	OH	11/2018	01/2019
Columbia Sportswear	Sunbury	OH	02/2017	07/2017
Buffalo Wild Wings	Delaware	OH	05/2015	01/2017
Maiden Odds Llc/ Sky Zone Trampoline Park	Lewis Center	OH	11/2017	02/2018

07/2021 → Present

Morgan Stanley Smith Barney Llc

Houston, TX
06/2020 → 07/2021

Pride Technologies

Columbus, OH
10/2019 → 05/2020

Tailored Management

Columbus, OH
05/2017 → 10/2019

Zipzone Outdoor Adventures

Worthington, OH
01/2019 → 06/2019

Mortar Board National College Senior Honor Society

Columbus, OH
01/2019 → 06/2019

Md1Stop Urgent Care

Lewis Center, OH
11/2018 → 01/2019

Ups

Columbus, OH
02/2017 → 07/2017

Columbia Sportswear

Sunbury, OH
05/2015 → 01/2017

Buffalo Wild Wings

Delaware, OH
11/2017 → 02/2018

Maiden Odds Llc/ Sky Zone Trampoline Park

Lewis Center, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-25

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