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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| IL | RA | APPROVED | 2025-06-19 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Orland Park | IL | 03/2025 | 06/2025 |
| Rsm Us Llp | Chicago | IL | 01/2022 | 05/2025 |
| U.S. Bank Global Fund Services | Milwaukee | WI | 07/2015 | 01/2022 |
| Marquette University | Milwaukee | WI | 08/2011 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
| Morgan Stanley Smith Barney Llc | Orland Park | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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