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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-04 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
Plainfield, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 03/2012 | 02/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | 02/2018 |
| Morgan Stanley | Oak Brook | IL | 02/2017 | 02/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | 09/2018 |
| Commonwealth Financial Network | Waltham | MA | 09/2018 | 07/2021 |
| Unemployed | Plainfield | IL | 07/2021 | 09/2021 |
| Equitable Advisors, Llc | New York | NY | 09/2021 | Present |
DBA, LIFE LOYAL ADVISORS. LIFE LOYAL ADVISORS, 1515 W 22ND ST, SUITE 400, OAKBROOK, IL 60523, FINANCIAL STRATEGIST, FINANCIAL PLANNING AND ADVISING SUPPORT, 160 HRS/MONTH, START 10/2021. NAPERVILLE AREA HUMANE SOCIETY, VOLUNTEER, 11/2023, 10 HOURS PER MONTH, 0 COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-01 |
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