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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-21 |
| TX | RA | APPROVED_RES | 2022-05-10 |
Branch Locations
30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Beachwood Recreation | Beachwood | OH | 01/1984 | 05/2022 |
| Morgan Stanley | Beachwood | OH | 01/2009 | 05/2022 |
| Morgan Stanley Smith Barney | Beachwood | OH | 06/2009 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2022 |
| Ubs Financial Services, Inc. | Pepper Pike | OH | 05/2022 | Present |
1. ROTSKY FOUNDATION FOR MENTORS,OHIO 44040 (501C3)-FOUNDER, DIRECTOR(-I RUN THE PROGRAM, AND AM A MENTOR)DURING OFFICE HOURS 5 2. RENTAL PROPERTY; 29825 GATES MILLS BLVD PEPPER PIKE OHIO; UPKEEP OF PROPERTY; 07/2012 *337736 - J&G Solutions; Investment related Yes; Gates Mills, OH; Real Estate, Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 01; Property Management. Rotsky Foundation for Mentors / 781 village TrailsGates MillsOhio44040 / Mentoring program in the inner city of cleveland / Foundation / Member of board and guide organization / director and founder / 5/6/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-23 |
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