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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-27 |
| OH | RA | APPROVED | 2021-05-26 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 05/2017 | Present |
| Tailored Management (Temp At Morgan Stanley) | Columbus | OH | 10/2016 | 05/2017 |
| Kerburn Rose | New York | NY | 01/2016 | 08/2016 |
| Robert Half - Account Temp (Tempt At Honda Trading Of America) | Marysville | OH | 08/2015 | 05/2016 |
*628277- Fun TEA Club; Investment related: No; Westerville, Ohio; Recreation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 100; Instructor and Administrator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-08 |
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