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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED_RES | 2025-02-07 |
Branch Locations
3700 Embassy Parkway Suite 340, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boardwalk Tans | Akron | OH | 06/2012 | 12/2016 |
| Patrick Capital Markets | Saint Louis | MO | 10/2014 | 12/2017 |
| Pnc Bank | Stow | OH | 10/2017 | 08/2018 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 08/2018 |
| Key Investment Services | Akron / Canton | OH | 08/2018 | 02/2025 |
| Key Bank | Stow | OH | 08/2018 | 07/2019 |
| Morgan Stanley Smith Barney Llc | Akron | OH | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
*693620- Desia Holdings LLC; Investment related: Yes; Akron, Ohio; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 6; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-21 |
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