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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-14 |
| TX | RA | APPROVED | 2023-01-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 02/2016 | 11/2016 |
| Jp Morgan Securities Llc | Chicago | IL | 12/2016 | 08/2018 |
| Jp Morgan Securities Llc | Chicago | IL | 08/2018 | 12/2022 |
| Morgan Stanley | Oak Brook | IL | 01/2023 | Present |
*586319- K & A Associates; Investment related: Yes; Streamwood, Illinois; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 5; Property Management *665067- Fox Windsor LLC; Investment related: Yes; Carpentersville, Illinois; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-18 |
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