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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-08 |
| TX | RA | APPROVED_RES | 2025-01-08 |
Branch Locations
760 West Main Street Suite 200, Barrington, IL 60010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chicago | IL | 03/2011 | 01/2017 |
| Ubs Financial Services Inc. | Barrington | IL | 01/2017 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Barrington | IL | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
Western Golf Association / Non-Investment Related / Glenview, IL / Foundation Charity / WGA Director / Start Date - January 12, 2017 / 2 Hours per Month / No participation during trading hours / WGA Director serves as liaison at golf and country clubs raising awareness for the Evans Scholarship Program. *625149 - Barrington Hills Country Club; Investment related: No; Barrington Hills, Illinois; Recreation; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 3; Co-Chair of Membership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-14 |
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