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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED | 2020-04-23 |
| OH | RA | APPROVED | 2018-10-26 |
Branch Locations
221 East 4Th Street Atrium Building, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 08/2018 | Present |
| Atlas Healthcare Solutions | North Olmsted | OH | 01/2017 | 08/2018 |
| Ohio National Financial Services | Cincinnati | OH | 11/2015 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NJ | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
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