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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-27 |
| TX | RA | APPROVED_RES | 2017-12-11 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
Port St. Lucie, FL • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Westlake | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | St. Lucie | FL | 03/2018 | 03/2019 |
1. HAGEMAN FAMILY FOUNDATION FOUNDATION; INVESTMENT PROVIDER; PRESIDENT; 3431 EAST ERIE AVE. LORAIN, OHIO; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 06/1999*** *461670- Trust; Investment related Yes; Lorain, Ohio; Trust; Trustee/ Co- Trustee; 06/2024; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Estate Administration *3. 594951 - Lorain Port Authority; Investment Related - No; Lorain, Ohio; Government; Steering Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 2; After Business Hours: 5; Fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-20 |
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