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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-17 |
| TX | RA | APPROVED | 2024-07-17 |
Branch Locations
30 S Wacker Dr 39Th & 40Th Fls, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Barrington | IL | 12/2016 | 11/2019 |
| Unemployed | Barrington | IL | 10/2015 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 11/2019 | 07/2024 |
| Kelley School Of Business | Bloomington | IN | 08/2017 | 08/2019 |
| Bank Of America, N.A. | Northbrook | IL | 12/2019 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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