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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-30 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
Westerville, OH • United States
Sugar Grove, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Cleveland | OH | 04/2007 | Present |
| Morgan Stanley Smith Barney | Cleveland | OH | 06/2009 | Present |
*564647 - Rental property ; Investment related - Yes ; Avon Lake, Ohio ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 0 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-28 |
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