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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 01/2025 | Present |
| Lazy Dog Restaurant & Bar | Northbrook | IL | 07/2024 | 12/2024 |
| Indiana University | Bloomington | IN | 08/2023 | 05/2024 |
| Ruth's Chris Steakhouse | Northbrook | IL | 06/2023 | 08/2023 |
| Indiana University | Bloomington | IN | 02/2023 | 05/2023 |
| North Sound Capital | Greenwich | CT | 12/2022 | 02/2023 |
| Indiana University | Bloomington | IL | 08/2022 | 12/2022 |
| Baxter International Inc. | Bloomington | IN | 05/2022 | 08/2022 |
| Indiana University | Bloomington | IN | 08/2021 | 05/2022 |
| Vector Marketing | Chicago | IL | 05/2021 | 08/2021 |
| Indiana University | Bloomington | IN | 08/2020 | 05/2021 |
| Doordash | Chicago | IL | 05/2020 | 08/2020 |
| Glenbrook North High School | Northbrook | IL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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