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527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-11 |
Branch Locations
527 Wellington Way, Ste 225, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lexington | KY | 10/2014 | 01/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 01/2024 |
| Keystone Financial Group | Lexington | KY | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
Crown Oilfield Services, Inc. Patterson, LA. Co-Owner, non investment related, zero hours devoted to business. COSI, LLC. Morgan City, LA. C0-Owner, non investment related, zero hours devoted to business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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