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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-13 |
| TX | RA | APPROVED | 2023-09-13 |
Branch Locations
760 West Main Street Suite 200, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2020 | 09/2023 |
| Echo Global Logistics | Chicago | IL | 07/2013 | 02/2020 |
| Morgan Stanley Smith Barney Llc | Barrington | IL | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
*591609 - Rental Property; Investment Related - Yes; Chicago, Illinois; Rental Property; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-14 |
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