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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-23 |
Branch Locations
6215 Emerald Parkway Unit #1, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Columbus | OH | 11/2014 | 03/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2015 | 03/2022 |
| Private Client Services | Dublin | OH | 03/2022 | Present |
| Heritage Wealth Partners, Llc | Dublin | OH | 03/2022 | 07/2025 |
| Summit Financial, Llc | Parsippany | NJ | 04/2025 | Present |
North American Taiwanese Women's Association (NATWA). Founded in 1988, NATWA is a federally registered non-profit comprising five regions and 16 local chapters with more than 1,000 members in North America: www.natwa.com; Position: Investment Committee Chair; Leading the Investment Committee as one of three authorized signatories to act on NATWA's brokerage account held at Vanguard. 6 hrs/mo; 4 during trading hrs. Start: 5/1/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
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