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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-06 |
Branch Locations
2240 Miamisburg-Centerville Road, Dayton, OH 45459 • United States
1032 Patterson Road, Dayton, OH 45420 • United States
4120 Far Hills Avenue, Dayton, OH 45429 • United States
2601 Far Hills Ave, Oakwood, OH 45419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Cincinnati | OH | 08/2011 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Ameriprise Financial Services, Inc. | Dayton | OH | 10/2016 | 06/2023 |
| Fifth Third Securities | Cincinnati | OH | 06/2023 | Present |
Liberation Church of the Nazarene - Springboro, OH 45066 - church pastor - 25 hrs/mo (20 mkt hrs) - not securities related - will not interfere with duties at firm ---------------------------------------------------- Tank's All Day Grill - 7880 Washington Village Dr, Centerville, OH 45459 - restaurant - owner - 5 hrs/mo (mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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