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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-12 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
760 West Main Street Suite 200, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Barrington | IL | 08/1998 | Present |
| Morgan Stanley Smith Barney | Barrington | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
/1. Personal Trust; Investment related - No; Personal Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 1 4. Trust; Investment related; Personal Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); June 2018; During business hours: 0; After business hours: 0 6. Trust; Investment related; IL ; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 1 *660616- Judith L. Kubon Trust; Investment related-No; Barrington, Illinois; Lending; Trustee (proprietor, partner, officer, director, employee, trustee, agent);09/2025 During business hours: 0; After business hours: 0; :Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-15 |
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