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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-06-08 |
| TX | RA | APPROVED | 2016-06-08 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • 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 Smith Barney Llc | Perrysburg | OH | 06/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
2. *302125- Carranor Hunt and Polo Club; Investment related - No; Perrysburg, Ohio; Private Foundation, Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 0; After business hours: 5; Administrative Board Member and Board President 3. *488790 - Trust; Investment related Yes; Perrysburg, Ohio; 12/2014; During business hours: 0; After business hours: 0 *488361- POA; Investment related Yes; Perrysburg, Ohio; POA; 01/2022; During business hours: 0; After business hours: 0; *497040- POA; Investment related Yes; Perryburg, Ohio; POA; 03/2005; During business hours: 0; After business hours: 0; *497847 - Estate; Investment related Yes; Perrysburg, Ohio; Successor Role; 10/2017; During business hours: 0; After business hours: 0 *415720 - J R & H LLC; Investment related: Yes; Maumee, Ohio; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 5; Passive Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-21 |
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