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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2018-09-11 |
| IL | RA | APPROVED | 2015-07-13 |
| TX | RA | APPROVED | 2015-07-13 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
Mamaroneck, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2015 | Present |
| Morgan Stanley Private Bank, Natinal Association | New York | NY | 07/2015 | Present |
INVEST FOR KIDS 875 N MICHIGAN AVE SUITE 3400 CHICAGO, IL 60611 NOT INVESTMENT RELATED NOT FOR PROFIT ADVISORY MEMBER (RAISE MONEY) AFFILIATION BEGIN DATE 05/20/12 AFFILIATION END DATE 05/20/14 0 HOURS PER MONTH DURING BUSINESS HOURS/ 0 HOURS AFTER BUSINESS HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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