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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • 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 | Canton | OH | 04/2007 | Present |
| Morgan Stanley Smith Barney | Canton | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*639376 - Bishop Massillon Fourth Degree Knights of Columbus; Investment related: No; Massillon; Ohio; Civic/Religious/Community; Faithful Trustee (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours:4; The Assembly has multiple officers with 3 Trustees. The Trustee has supervision of all the charitable financial business of the Assembly. They perform a annual audit for the Camptroller and Purser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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