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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-10-18 |
| TX | RA | APPROVED | 2017-10-18 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Perrysburg | OH | 05/2008 | 10/2017 |
| Bank Of America, N.A. | Perrysburg | OH | 01/2011 | 10/2017 |
| Morgan Stanley | Perrysburg | OH | 10/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | Present |
*379193 - Business Networking International; Investment related - No; Maumee, Ohio; Networking; President (proprietor, partner, officer, director, employee, trustee, agent); Oct 2020; During business hours: 0; After business hours: 10. *500605 - Inherited rental property; Investment related: Yes; Mexico; Family owned rental property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-10 |
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