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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-10 |
| OH | RA | APPROVED | 2022-05-31 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Miamisburg | OH | 01/2013 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
Miami Valley Youth Soccer Association / 7029 Taylorsville Rd Suite A Huber Heights,OH 45424 / Association (e.g. Trade or Industry, Sport)/ Sport & Leisure Facilities / Member of Board of directors / / Oversee board meetings and interact with membership - coaches and parents / Start Date 7/31/2013 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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