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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 08/2009 | 04/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2017 |
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 09/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 04/2017 | 06/2026 |
| Bank Of America, N.A. | Oak Brook | IL | 06/2017 | 06/2026 |
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-17 |
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