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550 S. Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-18 |
| OH | RA | APPROVED | 2018-06-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2018 |
| Morgan Stanley | Beavercreek | OH | 05/2014 | 02/2017 |
| Morgan Stanley | Centerville | OH | 02/2017 | 06/2018 |
| Invest Capital Partners, Llc | Springboro | OH | 06/2018 | Present |
(1) Midwestern Wealth Management, www.MWMRJ.com, Investment and Advisory related support company "DBA". Financial Advisor. Started 06/2018, Springboro, OH. (2) Midwestern Insurance Management, LLC. Investment Related. Independent Insurance Agent. Started 06/2018, Springboro, OH. 5 hours devoted/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-29 |
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