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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-17 |
| IL | RA | APPROVED | 2025-05-05 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Equitable | Deerfield | IL | 07/2019 | 12/2019 |
| Lake Forest College | Lake Forest | IL | 08/2018 | 05/2022 |
| Ayco, Goldman Sachs | Deerfield | IL | 07/2022 | 11/2023 |
| Osaic Fa, Inc. | Glen Ellyn | IL | 07/2024 | 01/2025 |
| N/A | Chicago | IL | 11/2023 | 07/2024 |
| Morgan Stanley | Deerfield | IL | 04/2025 | Present |
| Niles West High School | Skokie | IL | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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