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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| OH | RA | APPROVED | 2026-04-26 |
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 |
|---|---|---|---|---|
| Subway | Perrysburg | OH | 04/2019 | 06/2019 |
| Outback Steakhouse | Maummee | OH | 08/2020 | 01/2021 |
| Great Lakes Rental | Perrysburg | OH | 05/2021 | 08/2021 |
| Spartan Chemical | Maumee | OH | 12/2021 | 01/2022 |
| P.F. Changs | Cincinnati | OH | 08/2022 | 12/2022 |
| Vivint Smarthome | Los Angeles | CA | 05/2022 | 06/2022 |
| Spartan Chemical | Maumee | OH | 12/2022 | 01/2023 |
| Hyde Park Golf And Country Club | Hyde Park | OH | 05/2023 | 01/2024 |
| Spartan Chemical | Maumee | OH | 12/2023 | 12/2023 |
| Spartan Chemical | Maumee | OH | 06/2022 | 08/2022 |
| Hebbeler And Weickert Cpas | Blue Ash | OH | 01/2024 | 06/2024 |
| Doordash | Cincinnati | OH | 06/2024 | 09/2024 |
| W&S Brokerage Services, Inc. | West Chester | OH | 12/2024 | 01/2026 |
| W&S Life | West Chester | OH | 09/2024 | 01/2026 |
| School | Perrysburg | OH | 12/2014 | 04/2019 |
| Unemployed | Cincinnati | OH | 01/2022 | 05/2022 |
| Unemployed | Perrysburg | OH | 06/2019 | 08/2020 |
| Unemployed | Cincinnati | OH | 01/2021 | 05/2021 |
| Unemployed | Cincinnati | OH | 05/2021 | 12/2021 |
| Unemployed | Cincinnati | OH | 01/2023 | 12/2023 |
| Morgan Stanley | Cincinnati | OH | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
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