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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-03-23 |
| TX | RA | APPROVED | 2018-03-23 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Cincinnati | OH | 05/2008 | 03/2018 |
| Morgan Stanley | Cincinnati | OH | 03/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | Present |
*358190 - Villas at Woodcutter Condominium Association; Investment related No; Private Company; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2015; During business hours: 1; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-03-04 |
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