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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*375706 - Tower Leavitt, LLC; Investment related Yes; Glencoe, IL; Private Investments; Registered Agent (proprietor, partner, officer, director, employee, trustee, agent); Aug 2010; During business hours: 0; After business hours: 0.25 *375704 - Slowhand, LLC; Investment related Yes; Glencoe, Illinois; LLC For Private Investments; Registered Agent (proprietor, partner, officer, director, employee, trustee, agent); 10/2000 ; During business hours: 0; After business hours: 0; Administrative. *409748 - Loyola Academy; Investment related No; Wilmette, IL; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); September 2020; During business hours: 0; After business hours: 8; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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