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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-02 |
| IL | RA | APPROVED | 2022-05-18 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Deerfield | IL | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 11/2016 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 12/2020 | 04/2021 |
| Rbc Capital Markets, Llc | Lake Forest | IL | 04/2021 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Deerfield | IL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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