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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Beavercreek | OH | 01/2024 | 07/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | 07/2025 |
| Fifth Third Bank | Springboro | OH | 08/2025 | Present |
| Fifth Third Securities | Springboro | OH | 08/2025 | Present |
| Fifth Third Securities | Dayton | OH | 12/2001 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-31 |
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