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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED_RES | 2024-02-14 |
Branch Locations
760 West Main Street Suite 200, Barrington, IL 60010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landolt Securities, Inc. | Oshkosh | WI | 09/2005 | 01/2018 |
| Landolt Securities, Inc. | Antioch | IL | 01/2018 | 02/2024 |
| Morgan Stanley Smith Barney Llc. | Barrington | IL | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
I own 1 local property in 41412 North Route 83, Antioch IL, and have managed the property since June 2016. Non-investment related, spend about 5 hrs. per month, 1 hr. during securities trading hours. *600203 - Rental Property- commercial ; Investment related: Yes; Antioch, Illinois; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 11/2011; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-20 |
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