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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-08-09 |
| TX | RA | APPROVED_RES | 2019-08-09 |
Branch Locations
3601 Rigby Road Suite 500, Miamisburg, OH 45342 • United States
Dayton, OH • United States
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 | Centerville | OH | 06/2009 | 08/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 08/2019 |
| Ubs Financial Services Inc. | Cincinnati | OH | 08/2019 | Present |
1) MONTGOMERY COUNTY REPUBLICAN PARTY; PRECINCT CAPTAIN; POSSIBLE ENDORSEMENTS OF CANDIDATES WITHIN THE REPUBLICAN PARTY; APPOINTED BY MONTGOMERY COUNTY REPUBLICAN PARTY; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 10/2013 /// 2) 42nd District State Representative for Ohio / Ohio General Assembly, 77 South High Street, Columbus, Ohio 43215 / United States / www.legislature.ohio.gov/ / Yes / Yes / Governmental Entity / It is an elected position by the voters of the 42nd District of Ohio / Member of a legislative body / As 1 of 99 State Representatives-Developing Policy, Voting on Policy and Voting on the State Budget every 2 years / Start Date 1/1/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-31 |
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