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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-30 |
Branch Locations
3922 Clock Pointe Trail Suite 102, Stow, OH 44224 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hudson | OH | 10/2017 | 06/2023 |
| Callahan Financial | Blue Ash | OH | 03/2016 | 12/2016 |
| University Of Cincinnati | Cincinnati | OH | 08/2014 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 06/2023 |
| One Seven Dba Hope Financial Group, Llc | Beachwood | OH | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | Present |
*422615 - Woody's Woodshop LLC; Non-Investment related - Yes; Stow, Ohio; Wood Working; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 20;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
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