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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
221 East 4Th Street Atrium Building, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. University of Cincinnati; Not Investment related; Cincinnati, Ohio; Government / Municipality / Political; Department of Economics PhD Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 1; After business hours: 1; The Provide advice on advancing the goals of the Economics Department's doctoral program. Serve PhD students as a bridge connecting their course of studies with future employment opportunities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-27 |
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