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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 | 2017-08-31 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 11/2015 | 08/2017 |
| Bank Of America, N.A. | Pepper Pike | OH | 01/2016 | 08/2017 |
| Morgan Stanley | Pepper Pike | OH | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | Present |
*696430 - Gift Room Gossip; Investment related: No; Bentleyville, Ohio; Retail/Online Stores, Social media accounts with affiliate links ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
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