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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
OH RA APPROVED 2026-07-10
  • TX RA
    APPROVED
    Since 2026-08-07
  • OH RA
    APPROVED
    Since 2026-07-10

Branch Locations

4380 Buckeye Lane Suite 200, Beavercreek, OH 45440 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2025 → Present
    Beavercreek, OH
  • 11/2023 → 08/2025
    Reliable Tax And Bookkeeping
    Dayton, OH
  • 01/2019 → 01/2024
    Washington-Centerville Public Library
    Centerville, OH
  • 07/2016 → 01/2019
    Boy Scouts Of America
    Springfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-10
  • S66 Uniform Combined State Law Examination
    2026-07-10

View on SEC IAPD

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