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Powell, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| OH | RA | APPROVED | 2024-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Columbus | OH | 07/2015 | 10/2019 |
| Morgan Stanley | Dublin | OH | 10/2019 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | 08/2024 |
| Tenacity Private Wealth Llc | Powell | OH | 08/2024 | Present |
*383378 - Upper Arlington Men's Lacrosse Program; Investment related No; Charity / Private Foundation; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019 *535120 - Upper Arlington Education Foundation ; Investment related: No; Upper Arlington, Ohio; Civic/Community, Education, Hardship Assistance, Sports, Social & Recreational, Children/Youth, Economic Assistance; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 5; Administrative, Accounting/Bookkeeping, Business Development/Growth, Fundraising Principal and owner of Tenacity Tax, LLC which provides tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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