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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 05/2012 | 01/2022 |
| Huntington National Bank | Columbus | OH | 01/2022 | 10/2023 |
| Huntington Investment Company | Columbus | OH | 01/2022 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
(1) *573346 - Communiy for New Direction ; Investment related - No ; Columbus,Ohio ; Health and Welfare:Medical:Children/Youth ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2015 ; During business hours : 0 ; After business hours : 1 ; Fundraising (2) *572512 - The Buckeye Ranch ; Investment related - No ; Grove City ,Ohio ; Health and Welfare:Children/Youth:Medical ; Board Member:Other Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2015 ; During business hours : 1 ; After business hours : 1 ; Fundraising:Check Signing/Funds Disbursements (3) DOSS & RANKIN LLC / NON-INVESTMENT RELATED / DUBLIN, OH / CO-OWNER / RENTAL PROPERTY / START 03-APRIL-2017 / 10 HOURS DEVOTED PER MONTH / 1 DURING TRADING HOURS / DUBLIN, OH / VACATION PROPERTY AND RENTAL LOCATED IN FLORIDA. (4) *573574 - St. Stephens Community House ; Investment related - No ; Columbus,Ohio ; Civic/Community:Children/Youth:Health and Welfare ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2023 ; During business hours : 0 ; After business hours : 1 ; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-30 |
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