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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-07-08 |
| TX | RA | APPROVED_RES | 2012-03-16 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 08/2014 | Present |
*553585 - Bellarmine Jesuit Retreat House; Investment related No; Barrington, Illinois; Civic/Community, Humanitarian, Health and Welfare, Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2023 ; During business hours: 1; After business hours: 4; Board member, thus governance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
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