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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-02 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 11/2025 | Present |
| Echo Global Logistics | Chicago | IL | 06/2025 | 09/2025 |
| Echo Global Logistics | Chicago | IL | 06/2024 | 08/2024 |
| Echo Global Logistics | Chicago | IL | 06/2023 | 08/2023 |
| Roadrunner | Bolingbrook | IL | 01/2023 | 01/2023 |
| Roadrunner | Downers Grove | IL | 05/2022 | 08/2022 |
| 71 South | Knoxville | TN | 02/2024 | 05/2024 |
| 71 South | Knoxville | TN | 01/2025 | 05/2025 |
| Geotarget | Knoxville | TN | 09/2024 | 10/2024 |
| Jersey Mike's Subs | Knoxville | TN | 02/2022 | 03/2022 |
| Vineyard Vines | Oakbrook | IL | 12/2021 | 01/2022 |
| Vineyard Vines | Oakbrook | IL | 12/2022 | 01/2023 |
| Monterrey Security | Chicago | IL | 06/2023 | 08/2023 |
| Monterrey Security | Chicago | IL | 06/2024 | 08/2024 |
| College Fresh | Knoxville | TN | 11/2022 | 04/2023 |
| Paddock Bleacher Services | Lockport | IL | 06/2025 | 06/2025 |
| 1440 Event Design | Lisle | IL | 06/2021 | 08/2021 |
| Cathy Mahoney Recreation Center | Downers Grove | IL | 11/2017 | 04/2021 |
| University Of Tennessee - Knoxville | Knoxville | TN | 08/2021 | 05/2025 |
| Downers Grove North High School | Downers Grove | IL | 08/2017 | 05/2021 |
| Herrick Middle School | Downers Grove | IL | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
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