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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-23 |
| OH | RA | APPROVED | 2024-08-22 |
Branch Locations
3825 Edwards Rd. Suite 530, Cincinnati, OH 45209 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Loveland | OH | 08/2020 | 05/2022 |
| Western Southern Life | Loveland | OH | 07/2020 | 05/2022 |
| Morgan Stanley | Cincinnati | OH | 08/2019 | 04/2020 |
| Uhlhorn Landscaping | Cincinnati | OH | 05/2018 | 08/2019 |
| Doppes Lumber | Cincinnati | OH | 08/2016 | 05/2018 |
| Mml Investors Services, Llc | Cincinnati | OH | 06/2022 | 12/2023 |
| Massmutual Life Insurance Co | Cincinnati | OH | 06/2022 | 12/2023 |
| Morgan Stanley | Cincinnati | OH | 12/2023 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | 08/2024 |
| Rbc Capital Markets, Llc | Cincinnati | OH | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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