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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
200 Public Square Suite 2600, Cleveland, OH 44114 • United States
Bratenahl, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Cleveland | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. SOLE PROPRIETOR AND PRESIDENT. LOGAN TRUST, LLC. OHIO. USED FOR GENERAL INVESTMENT PURPOSES. NO TIME SPENT DURING AND AFTER BUSINESS; 2006** 2. UNIVERSITY HOSPITALS HEALTH SYSTEM. MEMBER OF DIAMOND ADVISORY COUNCIL. OHIO. NO TIME SPENT DURING AND AFTER BUSINESS. 2006** 4. *42175 - Logan Trust LLC; Investment related - Yes; Bratenahl, Ohio; Investment/Finance/Banking, Real Estate; Officer, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; 5.*538154 -Plexus LGBT + Allied Chamber of Commerce; Investment related: No; Cleveland, Ohio; Chamber of Commerce; Board Member, Finance Committee, Previous Treasurer, now President. Authorized Signer and Finance Committee positions will be removed once new Treasurer found (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0.25; After business hours: 4.75; Administrative, Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-02 |
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