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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
| CO | RA | APPROVED | 2024-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Chicago | IL | 08/2022 | Present |
| General Electric Credit Union | Cincinnati | OH | 10/2018 | 07/2022 |
| Fifth Third Bank | Cincinnati | OH | 05/2017 | 09/2018 |
| Zillow Group - Dotloop | Cincinnati | OH | 06/2015 | 02/2017 |
| Morgan Stanley | Boulder | CO | 01/2023 | Present |
*517914- Paco Ventures LLC; Investment related Yes; Cincinnati, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-09 |
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