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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| OH | RA | APPROVED | 2019-04-30 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donna'S Premier Lod. | Berlin | OH | 08/2003 | 04/2022 |
| Covenant Financial Advisors | Sugarcreek | OH | 05/2015 | 03/2019 |
| Usa Financial | Ada | MI | 07/2016 | 03/2019 |
| Morgan Stanley | Canton | OH | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
*373616-JBloom; Investment related No; Business / Company; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; during business hours: 0; after business hours: 4; Selling jewelry via home direct sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-18 |
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