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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-10 |
Branch Locations
Canal Winchester, OH • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pride Technologies/Morgan Stanley | Columbus | OH | 11/2017 | 09/2018 |
| Ohio Health | Columbus | OH | 04/2017 | 11/2017 |
| Tl Construction/Family Business | Columbus | OH | 05/2008 | 11/2017 |
| Morgan Stanley Services Group, Inc. | Columbus | OH | 09/2018 | 12/2024 |
| Steward Partners Global Advisory, Llc | Canal Winchester | OH | 12/2024 | Present |
| Steward Partners Investment Solutions, Llc | Canal Winchester | OH | 12/2024 | Present |
| Steward Partners Investment Advisory, Llc | Canal Winchester | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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