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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
3700 Embassy Parkway Suite 340, Akron, OH 44333 • 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 | Akron | OH | 10/2008 | Present |
| Morgan Stanley Smith Barney | Akron | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. The MG O'Neil Family Foundation; Investment related: No; Akron, OH; Charitable gifting to eligible 501c-3 organizations; A family member, trustee and advisor(proprietor, partner, officer, director, employee, trustee, agent); Dec 1999; During business hours: 0; After business hours: 2; This is a family Foundation of which I am part of the family and act as a trustee and financial advisor. 2. Portage Country Club; Investment related No; Golf Course, swimming pool, tennis, restaurant, food & beverage; Secretary (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 1; Day to day running, staffing and maintenance of the club 3. *413891 - Front Street Investors, LLC; Investment related - Yes; Worcester, Massachusetts; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 4; Administrative 4. *412268- JFS Investment Partners LLC; Investment related-Yes; Sudbury, Massachusetts; Hospital/Healthcarem, Technology:Other:Real Estate:Construction/Engineering; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2006; During business hours: 0; After business hours: 4; Administrative 5. *529337 - 333 Investment Partners, LLC.; Investment related Yes; Worcester, Massachusetts; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022 ; During business hours: 0; After business hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-10 |
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