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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| OH | RA | APPROVED | 2019-08-09 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beavercreek | OH | 03/2019 | Present |
| Student | St. Louis | MO | 03/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | Present |
1.University of Dayton - Flyer Investment Committee. Investment related. 300 College Park, Dayton, OH 45469. Student. January 1, 2019. 24 hours/month. 0 during trading hours. I vote to buy or sell stocks in the Flyer Fund portfolio as part of an investments class. 2.University of Dayton - Flyer Angels. University of Dayton - Flyer Investment Committee. Investment related. 300 College Park, Dayton, OH 45469. Student. April 1, 2018. 4 hours/month. 4 during trading hours. I perform due diligence on and invest in start up companies with 5 other analysts in this group. 3.*453423- Real Estate; Investment related -Yes; Dayton, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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