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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED | 2017-01-20 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Centerville | OH | 09/2013 | 01/2017 |
| Bank Of America, N.A. | Dayton | OH | 05/2014 | 01/2017 |
| Morgan Stanley | Beavercreek | OH | 01/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | Present |
* 483793 - Institute on the Constitution; Investment related No; Pasadena, Maryland; Education; Founder (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 12; *470728 - Miami County Liberty Group; Investment Related: No; Troy; Ohio; Civic/Community, Individual Rights and Liberties; Board Member, Secretary (Proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 3 ; Administrative, Business Development/Growth, Labor/Service, Marketing, Accounting/Bookkeeping *982 - Rental Property; Investment related - Yes ; McArthur, Ohio ; Real Estate ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 4 ; Labor/Service:Property Management:Administrative *571843- Republican Party Central Committee member for Precinct C of West Milton Ohio; Investment related: No; Troy, Ohio; Political Office; Miami County Republican Central Committee Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 2; Labor or Service, Running for Political Office/Campaigning *610598 - Veterans of Foreign Wars post 8211 ; Investment related: Yes; Englewood , Ohio; Other:Civic/Religious/Community; Officer(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 10; Administrative:Accounting/Bookkeeping:Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-10 |
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