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Account
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500 West Madison Street Suite 1000, Chicago, IL 60661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED | 2020-02-24 |
Branch Locations
500 West Madison Street Suite 1000, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Chicago | IL | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Matrix Private Capital Group | New York | NY | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-30 |
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