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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-17 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2013-08-13 |
| OH | RA | APPROVED | 2011-05-09 |
Branch Locations
100 State Street Suite 430, Erie, PA 16507 • United States
Bradenton, FL • United States
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pepper Pike | OH | 05/2011 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Erie | PA | 07/2013 | Present |
1. PRESQUE ISLE BOAT TOURS INC; ERIE, PA; VICE PRESIDENT; BOAT TOURS; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 0 Private Company;Lake Front Realty LLC;As of 01/2015;During business hours 0;After business hours 2. 2. Lake Front Lounge DBA Woodys BARge and Grill; Erie PA ; Investment related; Restaurant; Sole Proprietor / Owner / Partner; 05/2017; 0,1 3. 3100 Realty Inc/Chubby Boys Double Scoop Incorporated; Not investment related; Erie, PA; Private company; Partner; Start date: 03/2015; During business hours: 0; After business hours: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-08 |
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