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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| OH | RA | APPROVED | 2023-06-23 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • 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 | North Olmsted | OH | 06/1987 | 06/2023 |
| Bank Of America, N.A. | Westlake | OH | 06/2011 | 06/2023 |
| Morgan Stanley Smith Barney Llc | Westlake | OH | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-17 |
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