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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-21 |
| TX | RA | APPROVED | 2023-03-21 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities Inc. | Los Angeles | CA | 01/2021 | 10/2022 |
| Molson Coors Beverage Company | Denver | CO | 06/2017 | 12/2020 |
| University Of Colorado Boulder | Boulder | CO | 08/2013 | 05/2017 |
| Morgan Stanley | Perrysburg | OH | 02/2023 | Present |
| Unemployed | Perrysburg | OH | 11/2022 | 01/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*628090 - El Penon LLC; Investment related-Yes; Mexico; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; Partial Owner *657905- St. Francis de Sales High School Foundation, Inc.; Investment related: No; Toledo, Ohio; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 1; After business hours: 0; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-02 |
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