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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • 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 |
|---|---|---|---|---|
| Bowling Green University | Bowling Green | OH | 12/1994 | Present |
| Morgan Stanley Smith Barney | Cincinnati | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TO SERVE AS A PARTNER WITH BTEC REALTY LLC, A REAL ESTATE PARTNERSHIP. 3.HuDi, LLC; Investment related: Yes; St. Henry, Ohio; purchase a vacation home ; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0.1; After business hours: 0.1;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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