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7530 Kings Pointe Road, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2018-09-24 |
| OH | RA | APPROVED | 2018-09-21 |
Branch Locations
7530 Kings Pointe Road, Toledo, OH 43617 • United States
Atlanta, GA • 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 & Co. Incorporated | Toledo | OH | 04/2009 | 09/2018 |
| Morgan Stanley Smith Barney | Toledo | OH | 06/2009 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Kmg Fiduciary Partners, Llc | Toledo | OH | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-22 |
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