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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-26 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Columbus | OH | 11/2012 | 12/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2019 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 04/2019 |
| Thrivent Investment Management Inc | Hilliard | OH | 07/2019 | 09/2022 |
| Thrivent Financial | Appleton | WI | 08/2019 | 09/2022 |
| Wells Fargo Clearing Services | Dublin | OH | 09/2022 | 12/2025 |
| Morgan Stanley | Dublin | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-19 |
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