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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| OH | RA | APPROVED | 2017-02-17 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce,Fenner & Smith Incorporated | Dayton | OH | 11/2009 | 02/2017 |
| Bank Of America, Na | Dayton | OH | 12/2009 | 02/2017 |
| Morgan Stanley | Beavercreek | OH | 02/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
*666164- Bracci Renovate and Sell LLC; Investment related: Yes; Waynesville, Ohio; Real Estate ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 10; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-17 |
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