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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
207 East Westminster Suite 300, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lake Forest | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*526506 - North Shore Congregation ISrael; Investment related: No; Glencoe, Illinois; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0.50; After business hours: 1.50; asset allocation`
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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