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Margret Roark Birch

Morgan Stanley

Oak Brook, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-26
IL RA APPROVED 2013-03-21
  • TX RA
    APPROVED_RES
    Since 2020-03-26
  • IL RA
    APPROVED
    Since 2013-03-21

Branch Locations

2211 York Road Suite 100, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley Geneva IL 11/2013 Present
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2013 → Present
    Geneva, IL
Other Businesses

*405729 - Brightside Theatre; Investment related No; Naperville, IL; Art/Culture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 1; Business Development/Growth,Fundraising.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-20
S63 Uniform Securities Agent State Law Examination 1992-11-19
  • S66 Uniform Combined State Law Examination
    2013-03-20
  • S63 Uniform Securities Agent State Law Examination
    1992-11-19
Other Names
  • Margret Joanne Shiffer
  • Margaret Joanne Shiffer
  • Margret Roark Birch
  • Margret Joanne Shiffer-Roark
  • Margret Joanne Shifferroark

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