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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| OH | RA | APPROVED | 2025-10-07 |
Branch Locations
200 Public Square Suite 2600, Cleveland, OH 44114 • United States
159 Crocker Park Boulevard Suite 460, Westlake, OH 44145 • United States
3700 Embassy Parkway Suite 340, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Bay Village | OH | 12/2015 | 04/2017 |
| Citizens Securities, Inc | Bay Village | OH | 07/2016 | 04/2017 |
| Key Investment Services, Llc | Cleveland | OH | 06/2017 | 02/2019 |
| Keybank | Brunswick | OH | 06/2017 | 02/2019 |
| Keybank | Brunswick | OH | 02/2019 | 09/2025 |
| Key Investment Services | Cleveland | OH | 02/2019 | 12/2019 |
| Key Investment Services | Westlake | OH | 02/2020 | 12/2020 |
| Key Investment Services Llc | Brooklyn | OH | 11/2022 | 09/2025 |
| Morgan Stanley | Cleveland | OH | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-20 |
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