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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2013-02-27 |
| TX | RA | APPROVED | 2010-12-20 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
6181 Bennett Drive Suite 200, Edwardsville, IL 62025 • United States
1911 Frank Scott Parkway Suite A, Shiloh, IL 62269 • 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 | Shiloh | IL | 06/2009 | 10/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney | Edwardsville | IL | 10/2022 | Present |
*197352 - Kirchoff Family LTD Partnership; Investment related- Yes; O'Fallon, Illinois; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2014; During business hours: 2; After business hours: 8; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-14 |
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