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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| OH | RA | APPROVED | 2026-03-24 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investments Services Llc | Brooklyn | OH | 02/2023 | 02/2025 |
| Keybank | Canton | OH | 02/2023 | 02/2025 |
| Keybank | Canton | OH | 05/2022 | 02/2023 |
| Keybank | Canton | OH | 08/2021 | 05/2022 |
| West Side Animal Hospital Inc | Alliance | OH | 07/2017 | 08/2021 |
| Louisville Area Ymca | Louisville | OH | 06/2017 | 03/2020 |
| Giant Eagle Pharmacy | Louisville | OH | 02/2019 | 08/2019 |
| Kent State University | Kent | OH | 08/2016 | 12/2018 |
| Morgan Stanley Smith Barney Llc | Canton | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-24 |
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