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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-29 |
| OH | RA | APPROVED | 2024-04-17 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Plans, Inc. | Westerville | OH | 05/2013 | 03/2024 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
*646304 - The Heron Airbnb; Investment related-Yes; Owenton, Kentucky; The Heron Airbnb; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);06/2025; During business hours: 0; After business hours: 5; Property Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-03 |
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