Best Investors Account Sign in

Douglas Charles Cline

Morgan Stanley

Beavercreek, OH

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-10-26
OH RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-10-26
  • OH RA
    APPROVED
    Since 2009-06-01

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Centerville OH 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Centerville, OH
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Centerville, OH
    Centerville, OH
  • 2001-03-02 → 2007-04-02
    Morgan Stanley Dw Inc.
    Centerville, OH
    Centerville, OH
Other Businesses

- TO SERVE ON THE BOARD OF TRUSTEES WITH THE DAYTON, OHIO HABITAT FOR HUMANITY.4- BOARD MEMBER DAYTON CHAMBER OF COMMERCE.5- CITY COUNCIL MEMBER AND DEPUTY MAYOR-CITY OF CENTERVILLE OH. 6-7. DAYTON OHIO HABITAT FOR HUMANITY AT-LARGE MEMBER, EXECUTIVE COMMITTEE).3- INVESTMENT COMMITTEE MEMBER HOPE UNITED METHODIST CHURCH.4- BOARD MEMBER DAYTON CHAMBER OF COMMERCE.5- CITY COUNCIL MEMBER AND DEPUTY MAYOR-CITY OF CENTERVILLE OH. 6-COUNCIL MEMBER SERVING ON THE CITY COUNCIL OF CENTERVILLE OHIO. - GRANDVIEW FOUNDATION / FINANCE COMMITTEE;RAISE AND DISTRIBUTE FUNDS TO ENHANCE OSTEOPATHIC MEDICAL EDUCATION, SUPPORT THE PROGRAM, EQUIPMENT AND FACILITY NEEDS OF GRANDVIEW AND SOUTHVIEW HOSPITALS AND IMPROVE THE QUALITY OF LIFE OF THE PEOPLE IN THE COMMUNITIES WE SERVE.; 05/2014; 1 DURING 0 OUTSIDE; - Rental Property; Investment related; Columbus, OH; Rental Property Ownership; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 1; purchasing a rental property for future cash flow and appreciation. *194233 - Grandview Foundation; Not Investment related; Dayton, OH; Charity / Private Foundation; Board of Trustees and Finance Committee Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 1; After business hours: 0; Review the Foundation's business and do strategic planning. The finance committee makes recommendations to the Board of Trustees. The Board then discusses and votes on any specific matters. *383647 - City of Centerville, Ohio; Investment related - No; Govern the city; Candidate for Office, Elected or Appointed Official (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-15
S63 Uniform Securities Agent State Law Examination 1984-07-25
  • S65 Uniform Investment Adviser Law Examination
    1995-05-15
  • S63 Uniform Securities Agent State Law Examination
    1984-07-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beavercreek, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor