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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| OH | RA | APPROVED | 2026-07-10 |
Branch Locations
4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beavercreek | OH | 08/2025 | Present |
| Reliable Tax And Bookkeeping | Dayton | OH | 11/2023 | 08/2025 |
| Washington-Centerville Public Library | Centerville | OH | 01/2019 | 01/2024 |
| Boy Scouts Of America | Springfield | OH | 07/2016 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
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