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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
| IL | RA | APPROVED | 2025-01-01 |
Branch Locations
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Mount Prospect | IL | 08/2021 | 07/2024 |
| Jpmorgan Sercurities Llc | Skokie | IL | 11/2018 | 07/2024 |
| Armands Pizza And Pasta | Elmhurst | IL | 06/2007 | 12/2019 |
| Northern Trust | Chicago | IL | 08/2015 | 11/2018 |
| Morgan Stanley | Lisle | IL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-08 |
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