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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-10-24 |
| TX | RA | APPROVED | 2022-08-04 |
| MD | RA | APPROVED | 2022-05-23 |
Branch Locations
4800 Meadows Road Suite 400, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Cincinnati | OH | 06/2020 | 04/2022 |
| Custom Pro Logistics | Cincinnati | OH | 01/2018 | 05/2018 |
| Towne Properties | Cincinnati | OH | 05/2017 | 08/2017 |
| Full Time Student | Cincinnati | OH | 08/2016 | 05/2020 |
| Morgan Stanley | Lake Oswego | OR | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-21 |
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