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Naperville Financial Center, 400 East Diehl Road Suite 550, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
Naperville Financial Center, 400 East Diehl Road Suite 550, Naperville, IL 60563 • United States
1700 City Plaza Dr. Ste. 440, Spring, TX 77389 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 05/2017 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | 03/2023 |
| Loyola University | Chicago | IL | 07/2013 | 05/2017 |
| Stenger Family Office | Naperville | IL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2017 | 04/2023 |
| Stenger Tax Advisory Llc | Naperville | IL | 04/2023 | Present |
1) Stenger Tax Advisory LLC; Not investment related; 400 E. Diehl Rd, Suite 550-C, Naperville, IL 60563; Nature - licensed certified public accounting firm, tax planning, and preparation; Position/Title - Owner, Member; Start date - 4/17/2023; Approx. Hours/Month - 2-4hrs; Approx. Hours/Month devoted during securities trading hours - 0hrs; duties - I am not a tax advisor, but am a co-founder of Stenger Tax Advisory LLC. I currently manage operations of the tax practice along with the other co-founder, Bond Roth. Starting 8/1/2023, a CPA owner/partner will take over these duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-18 |
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