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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-14 |
| OH | RA | APPROVED | 2021-09-14 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cleveland | OH | 02/2013 | 03/2017 |
| Morgan Stanley | Pepper Pike | OH | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-14 |
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