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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-09 |
| OH | RA | APPROVED | 2024-01-16 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 08/2019 | 01/2024 |
| Touchstone Securities, Inc. | Cincinnati | OH | 08/2019 | 01/2024 |
| Bob Sumerel Tire Co | Cincinnati | OH | 11/2016 | 08/2019 |
| Rosselot First Financial | Cincinnati | OH | 03/2015 | 11/2016 |
| Morgan Stanley | Cincinnati | OH | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
*580416 - Midwest Rugby Development Foundation; Investment Related: No; Cincinnati, Ohio; Children/Youth, Sports; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2023; During Business Hours: 0; After Business Hours: 6; Business Development/Growth, Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-20 |
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