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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-12 |
| OH | RA | APPROVED | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palo Alto | CA | 01/2012 | 05/2021 |
| First Republic Securities Company, Llc | San Francisco | CA | 06/2021 | 09/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 06/2021 | 09/2023 |
| J.P. Morgan Securities Llc | Columbus | OH | 09/2023 | 11/2023 |
| Morgan Stanley | Columbus | OH | 06/2024 | 03/2026 |
| Unemployed | Columbus | OH | 11/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 03/2026 | Present |
| Ohio University | Athens | OH | 05/2015 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-13 |
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