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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| OH | RA | APPROVED | 2018-02-14 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dayton | OH | 11/2016 | Present |
| The Pub | Beavercreek | OH | 07/2015 | 09/2016 |
| James Stuart Audio, L.L.C. | Miamisburg | OH | 06/2015 | 01/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
**524641-Springboro Clearcreek Baseball Associate; Investment related -No; Springboro, Ohio; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0+; After business hours: 8; Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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