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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-17 |
| TX | RA | APPROVED | 2023-11-17 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 11/2015 | 10/2021 |
| Bank Of America, N.A. | Upper Arlington | OH | 04/2016 | 10/2021 |
| Cabot Lodge Securities Llc | New York | NY | 10/2021 | 10/2023 |
| Wells Trecaso Financial Group, Llc | Akron | OH | 10/2021 | 10/2023 |
| Morgan Stanley | Westlake | OH | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*575026- Annunciation Greek Orthodox Church; Investment related: No; Akron, Ohio; Civic/Religious/Community; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-24 |
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