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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
370 S. Cleveland Ave. Floor 02, Westerville, OH 43081 • United States
Powell, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 06/2021 | 12/2023 |
| Doordash | Powell | OH | 07/2020 | 01/2025 |
| Scioto Reserve Country Club | Powell | OH | 12/2014 | 08/2020 |
| Papa Johns | Powell | OH | 01/2020 | 06/2020 |
| E*Trade Securities, Llc/Morgan Stanley | Columbus | OH | 06/2021 | 12/2023 |
| J.P. Morgan Securities Llc | Westerville | OH | 02/2025 | Present |
| Cross Country Inns Inc | Powell | OH | 12/2014 | 08/2020 |
| Uber Eats | Powell | OH | 11/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-08 |
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