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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-21 |
| OH | RA | APPROVED | 2018-02-16 |
Branch Locations
10100 Innovation Dr Ste 100, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Centerville | OH | 06/2009 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2018 |
| Wells Fargo Clearing Services Llc | Miamisburg | OH | 02/2018 | Present |
MIAMI VALLEY PREP MVP BASEBALL (DAYTON CLASSICS); NOT INV. RELATED; DAYTON, OH; COACH; START DATE: 10/14/2023; 40 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: COACHING BASEBALL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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