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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2021-07-30 |
Branch Locations
3635 Boardman Canfield Road, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 03/2014 | 07/2021 |
| Bank Of America, N.A. | Canfield | OH | 10/2014 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Canfield | OH | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*453842-Trust; Investment related -Yes; Youngstown, Ohio; Trust; Trustee/Co-Trustee; 01/1998; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-11 |
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