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Grace S Mcdaniel

Morgan Stanley

Beavercreek, OH

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-04
OH RA APPROVED 2024-02-13
  • TX RA
    APPROVED
    Since 2024-11-04
  • OH RA
    APPROVED
    Since 2024-02-13

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • 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 Beavercreek OH 06/2023 Present
St Brigid School Xenia OH 08/2013 05/2017
Carroll High School Dayton OH 08/2017 05/2021
University Of Dayton Dayton OH 08/2017 Present
Kroger Marketplace Fairborn OH 10/2017 01/2018
Wgc Golf Course Xenia OH 05/2018 06/2020
Club Oceano Beavercreek OH 06/2020 11/2020
Condado's Tacos Beavercreek OH 11/2020 03/2021
Sams Club Beavercreek OH 04/2021 08/2021
Skyline Chili Beavercreek OH 09/2021 06/2022
Morgan Stanley Private Bank, N.A New York NY 09/2024 Present
  • 06/2023 → Present
    Morgan Stanley
    Beavercreek, OH
  • 08/2013 → 05/2017
    St Brigid School
    Xenia, OH
  • 08/2017 → 05/2021
    Carroll High School
    Dayton, OH
  • 08/2017 → Present
    University Of Dayton
    Dayton, OH
  • 10/2017 → 01/2018
    Kroger Marketplace
    Fairborn, OH
  • 05/2018 → 06/2020
    Wgc Golf Course
    Xenia, OH
  • 06/2020 → 11/2020
    Club Oceano
    Beavercreek, OH
  • 11/2020 → 03/2021
    Condado's Tacos
    Beavercreek, OH
  • 04/2021 → 08/2021
    Sams Club
    Beavercreek, OH
  • 09/2021 → 06/2022
    Skyline Chili
    Beavercreek, OH
  • 09/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12
Other Names
  • Grace S Valentine

View on SEC IAPD

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Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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