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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
| IL | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rockford | IL | 12/2018 | Present |
| Alpine Bank And Trust Co | Rockford | IL | 10/2006 | 06/2018 |
| Midland States Bank | Rockford | IL | 06/2018 | 12/2018 |
*625139 - Second Chance Equine Sanctuary; Investment Related - No; Stilllman Valley, Illinois; Agriculture; Board Member, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 36; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-20 |
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