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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 08/2013 | 08/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2026 |
| Ubs Financial Services Inc. | Cincinnati | OH | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
*638315 - Sancta Maria Far; Investment related: No; Bethel; Ohio; Agriculture; Spouse of Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 20; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-29 |
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