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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
| OH | RA | APPROVED | 2025-05-13 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 01/2014 | 05/2019 |
| Wells Fargo Clearing Services Llc | Cincinnati | OH | 05/2019 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2023 | 04/2025 |
| Bank Of America, N.A. | Cincinnati | OH | 10/2023 | 04/2025 |
| Morgan Stanley | Beavercreek | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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