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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-23 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Barrington | IL | 01/2023 | Present |
| Woodstock Recreation Center | Woodstock | IL | 02/2015 | 02/2020 |
| Valley Hi Nursing Home | Woodstock | IL | 12/2016 | 08/2017 |
| Benjamin F Edwards | Woodstock | IL | 08/2019 | 07/2022 |
| Horizon Wealth Management | Woodstock | IL | 09/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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