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57 East Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-04-30 |
Branch Locations
57 East Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Columbus | OH | 04/2007 | 09/2016 |
| Morgan Stanley Smith Barney | Columbus | OH | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| Unemployed | Columbus | OH | 09/2016 | 06/2017 |
| Benjamin F. Edwards & Co. | Columbus | OH | 06/2017 | 04/2021 |
| Worthington Wealth Management | Worthington | OH | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-01 |
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