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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Chagrin Falls | OH | 05/2005 | Present |
| Morgan Stanley Smith Barney | Pepper Pike | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.*451315-Trust; Investment related -Yes; Sarasota, Florida; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-07 |
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