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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| OH | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toledo | OH | 05/2025 | Present |
| Wilcox Financial | Toledo | OH | 03/2020 | 04/2025 |
| The University Of Toledo | Toledo | OH | 08/2017 | 05/2019 |
| Toledo Country Club | Toledo | OH | 08/2019 | 03/2020 |
| Tropical Grills And Juices | Toledo | OH | 05/2014 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-07 |
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