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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-05 |
| TX | RA | APPROVED | 2018-10-05 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cincinnati | OH | 11/2013 | 10/2018 |
| Morgan Stanley | Cincinnati | OH | 10/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | Present |
*679636- Dwell Custom Homes LLC; Investment related-Yes; Cincinnati, Ohio; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 12; Real Estate purchases and sales *679630- Sun Seeker Realty; Investment related-Yes; Cincinnati, Ohio; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026 During business hours: 0; After business hours: 12; Real Estate Rentals, Purchase, Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-25 |
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