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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 | 2018-11-05 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
3700 Embassy Parkway Suite 340, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Akron | OH | 08/2018 | Present |
| Miami University | Oxford | OH | 08/2014 | 05/2018 |
| Portage Country Club | Akron | OH | 06/2015 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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