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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-18 |
| WV | RA | APPROVED | 2022-08-05 |
| TX | RA | APPROVED_RES | 2017-09-11 |
| OH | RA | APPROVED | 2017-08-31 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
White Sulphur Springs, WV • United States
Chagrin Falls, OH • 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 | Toledo | OH | 03/1988 | 08/2017 |
| Bank Of America N.A. | Pepper Pike | OH | 02/2011 | 08/2017 |
| Morgan Stanley | Pepper Pike | OH | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-16 |
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