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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2025-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Group | Columbus | OH | 08/2015 | 03/2017 |
| Jp Morgan Securities Llc | Columbus | OH | 03/2017 | 10/2018 |
| Jp Morgan Securities Llc | Columbus | OH | 10/2018 | 11/2023 |
| Scf Securities Inc | San Diego | CA | 03/2024 | 04/2024 |
| Scf Investment Advisors Inc | San Diego | CA | 03/2024 | 04/2024 |
| Unemployed | Whitehouse | OH | 11/2023 | 03/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2024 | 07/2025 |
| Morgan Stanley | Toledo | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
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