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Charles J Ott

Morgan Stanley

Rochester, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-22
NY RA APPROVED 2023-10-20
  • TX RA
    APPROVED
    Since 2023-11-22
  • NY RA
    APPROVED
    Since 2023-10-20

Branch Locations

300 Linden Oaks Suite 200, Rochester, NY 14625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Rochester NY 04/2022 Present
Rochester Regional Health Rochester NY 12/2021 04/2022
The Tjx Companies Rochester NY 10/2020 04/2022
Unemployed Valley Stream NY 09/2020 10/2020
Breezy Point Cooperative Breezy Point NY 06/2020 09/2020
The Tjx Companies Geneseo NY 10/2019 06/2020
Unemployed Geneseo NY 09/2019 10/2019
Breezy Point Cooperative Breezy Point NY 06/2019 08/2019
Student Geneseo NY 08/2018 05/2019
Breezy Point Cooperative Breezy Point NY 06/2018 08/2018
Student Geneseo NY 08/2017 05/2018
Pick Quick Key Food Rockville Centre NY 05/2017 08/2017
Student Geneseo NY 08/2016 05/2017
  • 04/2022 → Present
    Morgan Stanley
    Rochester, NY
  • 12/2021 → 04/2022
    Rochester Regional Health
    Rochester, NY
  • 10/2020 → 04/2022
    The Tjx Companies
    Rochester, NY
  • 09/2020 → 10/2020
    Unemployed
    Valley Stream, NY
  • 06/2020 → 09/2020
    Breezy Point Cooperative
    Breezy Point, NY
  • 10/2019 → 06/2020
    The Tjx Companies
    Geneseo, NY
  • 09/2019 → 10/2019
    Unemployed
    Geneseo, NY
  • 06/2019 → 08/2019
    Breezy Point Cooperative
    Breezy Point, NY
  • 08/2018 → 05/2019
    Student
    Geneseo, NY
  • 06/2018 → 08/2018
    Breezy Point Cooperative
    Breezy Point, NY
  • 08/2017 → 05/2018
    Student
    Geneseo, NY
  • 05/2017 → 08/2017
    Pick Quick Key Food
    Rockville Centre, NY
  • 08/2016 → 05/2017
    Student
    Geneseo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20

View on SEC IAPD

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JASON ANTHONY MILNER

Other Offices

COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY
UBS FINANCIAL SERVICES INC. · Rochester, NY

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