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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2018-04-16 |
| TX | RA | APPROVED_RES | 2017-04-21 |
| OH | RA | APPROVED | 2017-04-20 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
Dadeville, AL • 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 | Chagrin Falls | OH | 08/2006 | 04/2017 |
| Morgan Stanley | Pepper Pike | OH | 04/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
1. I*23076 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CLEAV PEAVY....MUSICIAN INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHAGRIN FALLS, OHIO NATURE OF BUSINESS: OTHER,SOLE PROP POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 04/1988 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ENTERTAINMENT MUSICIAN 2. I*78887 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CP REAL ESTATE INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CHAGRIN FALLS, OHIO NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/1991 NUMBER OF HOURS DEVOTED AFTER TRADING HOURS: 10 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMMERICAL REAL ESTATE INVESTMENT AND DEVELOPMENT 3. *412821 - Lake House Rental; Investment related - Yes; Dadeville, Alabama; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 10; Property Management *676279 - Peavy Family Properties; Investment related: Yes; dadeville, Alabama; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; llc that owns my farm. i want to rent out pole barn and billboard space *672399- Classic Car Experiences; Investment related: Yes; Dadeville, Alabama; Automotive/Transportation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 4; Investment Decisions/Advice *672400 - billboard rental; Investment related: Yes; dadeville, Alabama; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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