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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-26 |
| IL | RA | APPROVED | 2018-10-05 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Chicago | IL | 12/2015 | 09/2018 |
| Thrivent Financial | Appleton | WI | 05/2016 | 09/2018 |
| Morgan Stanley | Oak Brook | IL | 09/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
*548357 - Margaritaville; Investment related No; Chicago, Illinois; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 60; Labor/Service. *OBI - 551979 - NPK Hospitality Group ; Investment related - No ; Chicago, Illinois ; Restaurant/Bar/Nightclub ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 24 ; Labor/Service *695268 - SK Event Services LLC; Investment Related - No; Romeoville, Illinois; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2026; During Business Hours: 0; After Business Hours: 7; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
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