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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
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Deerfield | IL | 10/2000 | Present |
| Morgan Stanley Smith Barney | Deerfield | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*362632- Temple Jeremiah Northfield, Illinois; Investment related No; Northfield, Illinois; Religious; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 1; After business hours: 5; Investment Decisions/Advice *392921 -; Trust; Investment related No;; May 2016; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-01 |
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