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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-18 |
| OH | RA | APPROVED | 2014-06-18 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • 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 | 06/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 202239 - Milestones Autism Organization / Not Investment Related / Warrensville Heights, OH / Health and Welfare / Board Member, Finance Committee, Other Committee / Start 15-August-2009 / During business hours: 4 / After business hours: 11 / Administrative, Business Development and Growth, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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