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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-11 |
| OH | RA | APPROVED | 2025-03-19 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home City Ice | Cincinnati | OH | 06/2018 | 09/2019 |
| Fidelity Investments | Covington | KY | 04/2024 | 01/2025 |
| Walt Sweeney Ford | Cincinnati | OH | 01/2019 | 05/2019 |
| Western & Southern Brokerage | Cincinnati | OH | 03/2023 | 04/2024 |
| Nuemann Golf Course | Cincinnati | OH | 04/2021 | 09/2021 |
| The Regency | Cincinnati | OH | 09/2019 | 10/2022 |
| Elder High School | Cincinnati | OH | 08/2014 | 05/2018 |
| Western & Southern Life | Cincinnati | OH | 10/2022 | 04/2024 |
| Morgan Stanley | Cincinnati | OH | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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