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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-05 |
| OH | RA | APPROVED | 2019-09-20 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Columbus | OH | 07/2010 | 09/2019 |
| Bank Of America, N.A. | Columbus | OH | 11/2010 | 09/2019 |
| Morgan Stanley Smith Barney Llc | Columbus | OH | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
*409497 - Attributed Holdings; Investment related- No; Aldie, Virginia; Biotechnology; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 2; *688566- FSAS HOLDINGS, INC.; Investment related: Yes; West Jefferson, Ohio; Automotive/Transportation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Other - This is a Holding Company to lease 2 vehicles to a livery company. We will have no involvement or exposure to the operations of the livery comp *581400 - Travis Fling ; Investment related - No ; West Jefferson,Ohio ; Recreation ; Musician(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 4 ; After business hours : 0 ; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-21 |
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