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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-29 |
Branch Locations
2130 Tremont Center, Upper Arlington, OH 43221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Anderson | IN | 06/2014 | 08/2020 |
| Key Investment Services | Columbus | OH | 08/2020 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Dublin | OH | 09/2022 | 10/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | 10/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2024 | Present |
| Cetera Investment Advisers Llc | Upper Arlington | OH | 10/2024 | Present |
| First Merchants Investment Services | Upper Arlington | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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