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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| OH | RA | APPROVED | 2025-08-01 |
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 |
|---|---|---|---|---|
| Bb&T Bank | Crestview Hills | KY | 04/2016 | 01/2017 |
| Creative Retirement Systems | Cincinnati | OH | 01/2017 | 07/2017 |
| Hauser Retirement Solutions, Llc | Cincinnati | OH | 10/2017 | 04/2024 |
| Gallagher Fiduciary Advisors, Llc | Rolling Meadows | IL | 04/2024 | 01/2025 |
| Morgan Stanley | Cincinnati | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
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