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8050 Hosbrook Road Suite 200, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-28 |
| OH | RA | APPROVED | 2017-09-05 |
Branch Locations
8050 Hosbrook Road Suite 200, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Purshe Kaplan Sterling Investments, Inc. | Cincinnati | OH | 09/2017 | 12/2021 |
| Kleinfelder Capital, Inc. | Cincinnati | OH | 09/2017 | Present |
1. INDEPENDENT INSURANCE AGENT. SAME BUSINESS ADDRESS. LESS THAN 10% OF TIME. 2. GRAF DRIVE LLC, NOT-INVESTMENT RELATED, 8050 HOSBROOK ROAD, SUITE 200, CINCINNATI, OH 45236, OWNER, 2/2022, 5 HOURS PER MONTH, LLC TO BE THE OWNER OF AN OFFICE BUILDING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-20 |
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