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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
| OH | RA | APPROVED | 2026-03-16 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beavercreek | OH | 01/2026 | Present |
| Empower | Denver | CO | 04/2022 | 12/2025 |
| Guaranteed Rate | Chicago | IL | 04/2020 | 04/2022 |
| Transamerica (Aerotek) | Denver | CO | 12/2019 | 03/2020 |
| Sni Companies | Denver | CO | 05/2019 | 10/2019 |
| Reins International (Gyu-Kaku) | Denver | CO | 10/2019 | 11/2019 |
| Denver Event Staffing | Denver | CO | 05/2019 | 10/2019 |
| Bad Daddy Burger Bar | Denver | CO | 02/2019 | 06/2019 |
| 5280 Burger Bar | Denver | CO | 10/2018 | 01/2019 |
| Cherry Cricket | Denver | CO | 04/2018 | 10/2018 |
| Vail Resorts (Ssi Ventures) | Breckenridge | CO | 08/2017 | 04/2018 |
| Melt Bar And Grilled | Dayton | OH | 04/2017 | 08/2017 |
| Chuy's | Dayton | OH | 03/2017 | 04/2017 |
| Larosa's | Dayton | OH | 01/2017 | 03/2017 |
| Marco's Pizza | Lexington | KY | 08/2016 | 11/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-09 |
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