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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-30 |
| OH | RA | APPROVED | 2023-06-08 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri-State Elite Volleyball Program | Cincinnati | OH | 11/2014 | 06/2019 |
| Morgan Stanley | Cincinnati | OH | 01/2015 | Present |
1. Grand Sands, not investment-related, 10750 Loveland Madeira Rd. Loveland OH 45140, Refereeing, Referee, 01/01/2021, 5 hours a month, 0 hours during trading hours, I occasionally referee sand volleyball league nights at Grand Sands. 2. Gwin Twin Arch A-Frame, LLC, not investment-related, 11905 Cedardale Rd. Louisville, KY 40223, Real Estate, Owner / Partner (co-owner is my husband), Owner / Partner (co-owner is my husband), 05/20/2022, 5 hours a month, 0 hours during trading hours. My husband and I are in the process of building an A-Frame Cabin. We are in the process of creating an LLC which will become the "owner" of the land and cabin (upon completion of the construction). In the event someone should sue during the construction process, or when renting the cabin, the LLC protects our personal assets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-07 |
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