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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-11 |
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
111 S Wacker Drive Suite 3200, Chicago, IL 60606 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 09/2018 | 05/2023 |
| Slalom | Chicago | IL | 04/2015 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 05/2023 |
| Rbc Capital Markets, Llc | Chicago | IL | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2018 | 05/2023 |
| City National Bank | Chicago | IL | 05/2023 | Present |
* 478703 - Trust; Investment related Yes; Green Valley, Arizona; Trust; Trustee/Co-Trustee; 01/2035; During business hours: 0; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-31 |
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