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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-11 |
| IL | RA | APPROVED | 2016-10-17 |
| TX | RA | APPROVED_RES | 2016-10-17 |
Branch Locations
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 | Riverwoods | IL | 06/2009 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 10/2016 | Present |
| Bank Of America, N.A. | Northbrook | IL | 03/2017 | Present |
I*1276366 For profit or not for profit: Entity For Profit Name of outside business organization: Grossman & Jack Talent Investment related: N Address of business: Chicago, Illinois, 60610 Nature of business: ["S Corporation"] Position, title, association: ["Other"], Start date of relationship: 5/2/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Actor, I will audition for TV commercials and Film/TV series work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-14 |
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