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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-11 |
| OH | RA | APPROVED | 2025-07-07 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pepper Pike | OH | 04/2025 | Present |
| Vermilion City Pool | Vermilion | OH | 06/2017 | 08/2019 |
| Full Time Student | Vermilion | OH | 08/2019 | 07/2020 |
| Blades Of Grass | Oberlin | OH | 04/2020 | 10/2021 |
| Unemployed | University Heights | OH | 11/2021 | 01/2022 |
| Swenson's | University Heights | OH | 01/2022 | 09/2023 |
| Northwestern Mutual | Cleveland | OH | 05/2023 | 09/2023 |
| Unemployed | University Heights | OH | 09/2023 | 12/2023 |
| John Carroll University | University Heights | OH | 01/2022 | 12/2024 |
| Oakland University | Auburn Hills | MI | 09/2020 | 12/2021 |
| 1899 Golf And Social Club | Shaker Heights | OH | 12/2023 | 06/2024 |
| Blades Of Grass | Oberlin | OH | 06/2024 | 08/2024 |
| Unemployed | University Heights | OH | 09/2024 | 04/2025 |
| Unemployed | Vermilion | OH | 04/2015 | 06/2017 |
*648245- Team Challenger; Investment related: No; Lorain, Ohio; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 12; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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