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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED_RES | 2017-02-27 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 05/2014 | Present |
*223490 - Total Life Changes; Investment related No; Tinley, Illinois; Health and Wellness; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 20; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-21 |
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