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Inactive

Ian S Burgess

Clark Lewis

Oak Park, IL

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Current Employers
Clark Lewis

137 N. Oak Park Ave. Ste 215 #237, Oak Park, IL 60301 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-10-07
  • IL RA
    APPROVED
    Since 2019-10-07

Branch Locations

137 N. Oak Park Ave. Ste 215 #237, Oak Park, IL 60301 • 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
Morgan Stanley Champaign IL 10/2018 09/2019
Medcor Inc Mchenry IL 10/2017 10/2018
Arconic Lafayette IN 01/2017 07/2017
Watchfire Signs Danville IL 05/2014 01/2017
Morgan Stanley Private Bank, N.A. New York NY 01/2019 09/2019
Clark Lewis Arlington VA 09/2019 Present
  • 10/2018 → 09/2019
    Morgan Stanley
    Champaign, IL
  • 10/2017 → 10/2018
    Medcor Inc
    Mchenry, IL
  • 01/2017 → 07/2017
    Arconic
    Lafayette, IN
  • 05/2014 → 01/2017
    Watchfire Signs
    Danville, IL
  • 01/2019 → 09/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2019 → Present
    Clark Lewis
    Arlington, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-08
  • S66 Uniform Combined State Law Examination
    2019-01-08
Other Names
  • Ian Burgess

View on SEC IAPD

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STONEBROOK CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
EDWARD JONES
AMERITAS ADVISORY SERVICES, LLC
KEFFER FINANCIAL PLANNING
J.P. MORGAN SECURITIES LLC
INTEGRATED ADVISORS NETWORK LLC

Other Investors

MICHAEL JOSEPH MADDEN
DANIEL JOSEPH MADDEN
JOSEPH MADDEN
ROBERT LOUIS ENDRES
MARK EDWARD VINCENT
LOUIS DONALD GILMAN
Dwight Newton Atchley
Tyler Gregory Rasmuson

Other Offices

MADDEN FUNDS MANAGEMENT · OAK PARK, IL
STONEBROOK CAPITAL MANAGEMENT, INC. · OAK PARK, IL
LPL FINANCIAL LLC · OAK PARK, IL
EDWARD JONES · OAK PARK, IL
AMERITAS ADVISORY SERVICES, LLC · OAK PARK, IL
KEFFER FINANCIAL PLANNING · OAK PARK, IL
J.P. MORGAN SECURITIES LLC · OAK PARK, IL
INTEGRATED ADVISORS NETWORK LLC · Oak Park, IL

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