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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED_RES | 2022-10-31 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 06/1998 | 10/2022 |
| Bank Of America, N.A. | Cleveland | OH | 12/2009 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Westlake | OH | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
*543538 - Power of Attorney; Investment related - Yes; Jacksonville, Florida; 12/2015; During business hours: 4; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-20 |
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