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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-31 |
| TX | RA | APPROVED | 2020-07-31 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Columbus | OH | 11/1999 | 07/2020 |
| Bank Of America, N.A. | Columbus | OH | 12/2009 | 07/2020 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 07/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-25 |
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