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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-11 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Perrysburg | OH | 03/2014 | 06/2021 |
| Ups | Maumee | OH | 06/2021 | 08/2021 |
| Student | Perrysburg | OH | 08/2021 | 10/2021 |
| True Rest Float Spa | Perrybsurg | OH | 10/2021 | 04/2022 |
| Full Time Student | Perrysburg | OH | 04/2022 | 06/2023 |
| Savage & Associates | Maumee | OH | 06/2023 | 08/2023 |
| Student | Perrysburg | OH | 08/2023 | 06/2024 |
| Osaic | Perrysburg | OH | 03/2024 | 11/2024 |
| Morgan Stanley | Chicago | IL | 03/2025 | Present |
| Unemployed | Perrybsurg | OH | 11/2024 | 03/2025 |
*634286 - Savage & Associates; Investment related No; Maumee, Ohio; Insurance, Investment/Finance/Banking; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2024 ; During business hours: 0; After business hours: 0; I recieve trails off of insurance products I sold while with the company. I no longer have contact with the clients and they are serviced by someone else.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-10 |
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