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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| IL | RA | APPROVED | 2025-08-07 |
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 |
|---|---|---|---|---|
| Loyola Academy | Wilmette | IL | 08/2016 | 05/2020 |
| Golf Center Des Plaines | Des Plaines | IL | 03/2019 | 08/2019 |
| University Of Iowa | Iowa City | IA | 08/2020 | 05/2024 |
| University Of Iowa Dining Hall | Iowa City | IA | 01/2021 | 05/2022 |
| Howard Street Inn | Niles | IL | 06/2021 | 08/2021 |
| The Hill Group | Franklin Park | IL | 05/2022 | 08/2022 |
| University Of Iowa Hospitals And Clinics | Iowa City | IA | 11/2022 | 03/2023 |
| Healthy Amplified | Chicago | IL | 03/2023 | 06/2023 |
| The Mather Group | Chicago | IL | 05/2023 | 08/2023 |
| Johnson Financial Group | Kenosha | WI | 09/2024 | 07/2025 |
| Lpl Financial | Kenosha | WI | 09/2024 | 07/2025 |
| Unemployed | Park Ridge | IL | 06/2020 | 10/2020 |
| Unemployed | Park Ridge | IL | 05/2024 | 09/2024 |
| Morgan Stanley | Deerfield | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
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