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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-17 |
| TX | RA | APPROVED_RES | 2019-09-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New Albany | OH | 02/2007 | 09/2019 |
| Morgan Stanley Smith Barney Llc | New Albany | OH | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | Present |
*381022 - Patterson 193 Properties LLC; Investment related Yes; Powell, OH; Real Estate; Maintenance (proprietor, partner, officer, director, employee, trustee, agent); August 2013; During business hours: 0; After business hours: 3; Administrative. *402461 - 1683 Wyandotte LLC; Investment related Yes; Columbus, OH; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2020; During business hours: 0; After business hours: 1; Property Management. *497387 - Rental Property; Investment related Yes; Powell, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-25 |
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