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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-09-08 |
| OH | RA | APPROVED | 2010-07-06 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Canton | OH | 07/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*480224- Estate; Investment related Yes; Massillont, Ohio; Estate; Executor/Co-Executor; 01/2025; During business hours: 0; After business hours: 1; *480228- Estate ; Investment related Yes; Massillon, Massillon; Estate; Executor/Co-Executor; 01/2025; During business hours: 0; After business hours: 1; Estate Administration, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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