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9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
9675 Montgomery Road Ste 201, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daymark Wealth Partners, Llc | Cincinnati | OH | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2018 | Present |
| Morgan Stanley | Cleveland | OH | 10/2017 | 05/2026 |
| Meritech | Cleveland | OH | 01/2016 | 08/2017 |
| Morgan Stanley Private Bank, National Association | Cleveland | OH | 01/2018 | 05/2026 |
Nonna,LLC; Not-investment related; Cleveland, OH; Real Estate; Co-Owner/Director; Apr/2014; Approx. time devoted:2; No hours during trading hours; To rent and manage the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
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