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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-26 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 05/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
*355054- Clearbrook; Investment related No; Arlington Heights, Illinois; Children/Youth; Finance Committee:Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 0; After business hours: 3 ; Fundraising, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-30 |
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