Chace Westin Mckinney

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2020-01-02

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Canton	OH	12/2016	01/2020
Harlem Globtrotters International Inc.	Peachtree Corners	GA	10/2014	12/2016
Howard Hanna Real Estate	Canton	OH	11/2013	12/2016
Morgan Stanley Private Bank, National Association	New York	NY	10/2017	01/2020
Wells Fargo Clearing Services Llc	Canton	OH	01/2020	Present

12/2016 → 01/2020

Morgan Stanley

Canton, OH
10/2014 → 12/2016

Harlem Globtrotters International Inc.

Peachtree Corners, GA
11/2013 → 12/2016

Howard Hanna Real Estate

Canton, OH
10/2017 → 01/2020

Morgan Stanley Private Bank, National Association

New York, NY
01/2020 → Present

Wells Fargo Clearing Services Llc

Canton, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-21

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