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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-10
IL RA APPROVED 2023-10-12
  • TX RA
    APPROVED
    Since 2024-01-10
  • IL RA
    APPROVED
    Since 2023-10-12

Branch Locations

2211 York Road Suite 100, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 06/2021 07/2023
Mt. Carmel Cemetery Hillside IL 05/2020 08/2020
University Of Kentucky Lexington KY 08/2020 06/2021
University Of Kentucky Lexington KY 08/2019 05/2020
Queen Of Heaven Cemetery Hillside IL 05/2019 08/2019
University Of Kentucky Lexington KY 08/2018 05/2019
Queen Of Heaven Cemetery Hillside IL 05/2018 08/2018
University Of Kentucky Lexington KY 08/2017 05/2018
Queen Of Heaven Cemetery Hillside IL 05/2017 08/2017
Nazareth Academy La Grange Park IL 08/2013 05/2017
Morgan Stanley Oak Brook IL 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2023 Present
  • 06/2021 → 07/2023
    Fidelity Investments
    Westlake, TX
  • 05/2020 → 08/2020
    Mt. Carmel Cemetery
    Hillside, IL
  • 08/2020 → 06/2021
    University Of Kentucky
    Lexington, KY
  • 08/2019 → 05/2020
    University Of Kentucky
    Lexington, KY
  • 05/2019 → 08/2019
    Queen Of Heaven Cemetery
    Hillside, IL
  • 08/2018 → 05/2019
    University Of Kentucky
    Lexington, KY
  • 05/2018 → 08/2018
    Queen Of Heaven Cemetery
    Hillside, IL
  • 08/2017 → 05/2018
    University Of Kentucky
    Lexington, KY
  • 05/2017 → 08/2017
    Queen Of Heaven Cemetery
    Hillside, IL
  • 08/2013 → 05/2017
    Nazareth Academy
    La Grange Park, IL
  • 09/2023 → Present
    Oak Brook, IL
  • 10/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2022-11-08
  • S65 Uniform Investment Adviser Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2022-11-08
Other Names
  • John Patrick Lyons
  • John Lyons

View on SEC IAPD

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