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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 |
| IN | RA | APPROVED | 2011-01-19 |
| OH | RA | APPROVED | 2011-01-19 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Beavercreek | OH | 06/2015 | Present |
*464986- Estate; Investment related Yes; Dayton, Ohio; Estate; Executor/Co-Executor ; 11/2021; During business hours: 0; After business hours: 5; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-18 |
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