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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-21 |
| OH | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
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 |
|---|---|---|---|---|
| Keybank | Avon Lake | OH | 06/2016 | 07/2017 |
| Key Investment Services | Cleveland | OH | 08/2016 | 07/2017 |
| Jp Morgan Securities, Llc | Westerville | OH | 07/2017 | 11/2020 |
| Morgan Stanley | Chicago | IL | 12/2020 | 02/2024 |
| Morgan Stanley | Cincinnati | OH | 11/2024 | Present |
| Unemployed | Cincinnati | OH | 02/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-02 |
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