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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westlake | OH | 09/2024 | Present |
| Greenbud, Llc | Cleveland | OH | 01/2024 | 09/2024 |
| Truegreen Global | Cleveland | OH | 07/2022 | 01/2024 |
| Key Bank | Cleveland | OH | 09/2020 | 07/2022 |
| N/A Unemployed | Cleveland | OH | 03/2020 | 09/2020 |
| Hockey Time Productions | Highland Heights | OH | 09/2019 | 03/2020 |
| Full Time Student | Cleveland | OH | 08/2014 | 12/2019 |
*647484- Cleveland Wildcats; Investment related-No; Cleveland, Ohio; Ice Hockey Coaching; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 80; Assistant Coach *640941- Beechmont Country Club; Investment related: No; Warrensville Heights, Ohio; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 12; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-13 |
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