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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-06-01 |
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Oak Brook | IL | 06/2009 | Present |
*486615 - Western Springs Village Planning Commission; Investment related No; Western Springs, Illinois; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 4; Administrative *617237- Western Springs District 101 Board of Education member; Investment related: No; Western Springs, Illinois; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 6; Administrative:Labor or Service:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-27 |
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