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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-10-26 |
| TX | RA | APPROVED | 2021-10-26 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deer Park | IL | 12/2018 | 10/2021 |
| Jp Morgan Chase Bank | Elgin | IL | 09/2012 | 08/2018 |
| Healthbridge Fitness Center | Crystal Lake | IL | 08/2018 | 09/2021 |
| Morgan Stanley | Barrington | IL | 10/2021 | Present |
On the board of my HOA that meets once every quarter for approximately 2 hours. *698306- Prairie Grove School District 46; Investment related - No; Crystal Lake, Illinois; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 3; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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