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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| OH | RA | APPROVED | 2017-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 08/2015 | 10/2016 |
| Morgan Stanley | Toledo | OH | 01/2017 | Present |
*428313 - Black Swamp Magic - Wands by Neil; Investment related - Yes; Perrysburg, Ohio; Woodcraft; Arts/Crafts maker (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 15. *455824 - DoorDash ; Investment related - No ; San Francisco, California ; Automotive/Transportation ; Contractor (proprietor, partner, officer, director, employee, trustee, agent) ; 10/2021 ; During business hours : 0 ; After business hours : 5 ; driver *613775 - Bass Pro; Investment related: No; Rossford , Ohio; Retail/Online Stores; Employee(proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 0; Part-time - Seasonal Event Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-23 |
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