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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2024-08-28 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cincinnati | OH | 02/2007 | 02/2017 |
| Morgan Stanley | Cincinnati | OH | 02/2017 | 01/2021 |
| Ubs Financial Services Inc. | Cincinnati | OH | 01/2021 | 08/2024 |
| Morgan Stanley | Cincinnati | OH | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-11 |
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