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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Columbus | OH | 06/2023 | 02/2025 |
| The Ohio State University | Columbus | OH | 08/2022 | 06/2023 |
| Westerville Golf Center | Westerville | OH | 05/2022 | 08/2022 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2022 |
| Doordash | Columbus | OH | 05/2021 | 08/2021 |
| The Ohio State University | Columbus | OH | 08/2020 | 05/2021 |
| Olentangy Orange High School | Lewis Center | OH | 08/2016 | 08/2020 |
| Park Avenue Securities | Columbus | OH | 09/2024 | 02/2025 |
| Morgan Stanley | Columbus | OH | 08/2025 | Present |
| Unemployed | Columbus | OH | 02/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
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