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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-24 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Dayton | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*366831 - St. Luke Catholic Church; Investment related No; BEAVERCREEK, Ohio; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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