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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| OH | RA | APPROVED | 2017-06-19 |
| TX | RA | APPROVED | 2017-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 06/2017 |
| Morgan Stanley Smith Barney Llc | Akron | OH | 09/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls | OH | 06/2017 | Present |
| Bank Of America, N.A. | Chagrin Falls | OH | 07/2017 | Present |
I*120055 For profit or not for profit: Non-Profit Organization Name of outside business organization: Chagrin Valley Women's Club Investment related: N Address of business: Chagrin Falls, Ohio 44022 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/22/2018 Number of hours devoted: 35 hour(s) Annually Number of hours devoted during trading hours: 8 Duties: The Chagrin Valley Woman's Club is an organization of women of all ages dedicated to civic, educational and other volunteer and service activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-14 |
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