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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-15 |
| OH | RA | APPROVED | 2022-12-22 |
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 |
|---|---|---|---|---|
| Ultimus Fund Solutions, Llc | Cincinnati | OH | 02/2017 | 08/2019 |
| Ultimus Fund Distributors, Llc | Cincinnati | OH | 02/2017 | 08/2019 |
| Wright State University Tutoring Dept | Dayton | OH | 08/2015 | 01/2017 |
| United States Army National Guard | Hamilton | OH | 12/2013 | 12/2021 |
| Full-Time College Student | Dayton | OH | 08/2013 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Beavercreek | OH | 08/2019 | 04/2021 |
| Meeder Investment Management | Dublin | OH | 04/2021 | 12/2022 |
| Morgan Stanley Smith Barney Llc | Beavercreek | OH | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-24 |
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