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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-20 |
| OH | RA | APPROVED | 2019-05-24 |
Branch Locations
7335 Crossleigh Ct Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Toledo | OH | 04/2007 | 05/2019 |
| Morgan Stanley Smith Barney | Toledo | OH | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Wells Fargo Clearing Services Llc | Toledo | OH | 05/2019 | Present |
BEDACHT FOUNDATION; NOT INVESTMENT RELATED; TOLEDO,OH; COMPENSATED BOARD OF TRUSTEES; START 12/1/2005; NUMBER OF HOURS PER MONTH .5; NUMBER OF HOURS DURING TRADING 0; DISCUSS WHERE TO DISTRIBUTE ANNUAL GIFTS FROM THE FOUNDATION. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; SYLVANIA, OH; START 1/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
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