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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 | 2019-05-23 |
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 |
|---|---|---|---|---|
| American Funds Service Company | Indianapolis | IN | 05/2015 | 09/2016 |
| Capital Group | Indianapolis | IN | 04/2015 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 05/2019 | 06/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
| Morgan Stanley | Dublin | OH | 06/2019 | Present |
*604649 - Rental Property; Investment Related - Yes; Columbus, Ohio; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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