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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED | 2026-04-10 |
Branch Locations
One N Jefferson Ave, St. Louis, MO 63103 • United States
7335 Crossleigh Court Ste 300 [Satellite], Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Ubs Financial Services | Monroe Street | OH | 09/2018 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Bonita Springs | FL | 04/2026 | Present |
PATMAC LLC, PARTICIPATING PARTNER; REAL ESTATE; START DATE: 12/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 10; OTTAWA HILLS, OH Ottawa Hills Foundation / 3600 Indian Road Ottawa Hills, Ohio 43606 / Foundation / Education / Charitable works / Member of Board of directors / member of board for foundation / Start Date 1/1/2020 TOUCHSTONE WEALTH PARTNERS; INV RELATED;TOLEDO,OH; FINET REVENUE;14.28% OWNERSHIP; START DATE: 4/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; MM TWP LLC ; INV RELATED;TOLEDO,OH; FINET REVENUE;100% OWNERSHIP; START DATE: 4/10/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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