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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| IL | RA | APPROVED | 2019-06-26 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
PRIVATE COMPANY-PUBLIC INSIGHT-EFFECTIVE DATE-01/2015-5 HOURS AFTER BUSINESS-THE COMPANY HAS INVITED ME TO SERVE ON THEIR BOARD OF DIRECTORS . MY PRIOR EQUITY INVESTMENT IN THIS COMPANY WAS APPROVED MY MS JUNE 2014 *441453 - NJB Holdings; Investment related No; Broadview Hts, OH; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); Jan 2004; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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