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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-26 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 03/2026 | Present |
| Upwork | Remote | OH | 01/2020 | Present |
| Subway | Centerburg | OH | 09/2024 | 02/2025 |
| Doordash | Centerburg | OH | 08/2025 | Present |
| Traction Wealth Advisors | New Albany | OH | 08/2024 | 05/2025 |
| Fifth Third Bank | Westerville | OH | 03/2024 | 08/2024 |
| Rebel Financial | Groveport | OH | 05/2023 | 08/2023 |
| Sambuca's Market & Greenhouse | Sunbury | OH | 06/2022 | 08/2022 |
| Northwestern Mutual | Columbus | OH | 05/2022 | 08/2022 |
| Subway | Sunbury | OH | 05/2021 | 08/2021 |
| Subway | Sunbury | OH | 05/2020 | 05/2020 |
| Arbys | Marengo | OH | 05/2019 | 08/2019 |
| Highland High School | Sparta | OH | 01/2016 | 05/2020 |
| University Of Cincinnati | Cincinnati | OH | 08/2020 | 12/2023 |
*686952 - Upwork; Investment Related - No; West Valley City, Utah; Freelance Writing; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2020; During Business Hours: 0; After Business Hours: 30; Freelance Sports Writing *696907 - DoorDash; Investment Related - No; San Francisco, California; Delivery; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 24; Delivery Driver
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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