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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-12 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Deerfield | IL | 11/2008 | Present |
| Morgan Stanley Smith Barney | Deerfield | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. 2151 Cortez LLC; Investment related No; Deerfield, IL; Property Consultant; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug/2017 During business hours: 0; After business hours: 0; Managing the LLC 2. 1535 E. 65th Street Manager LLC; Investment related No; Deerfield, IL; Property Consultant; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug/2012 During business hours: 0; After business hours: 0; Managing the LLC 3. 2029 Walton LLC; Investment related Yes; Real Estate; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0; 4. Family Trust; Investment related; Wilmette, IL; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0 5. *449356- 3500 Oakley LLC; Investment related Yes; Chicago, Illinois; Real Estate; managing member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 0; *513035 - Trust; Investment related: Yes; Deerfield, Illinois; Trust; Trustee/Co-Trustee; 07/2022; During business hours: 3; After business hours: 3; Other *543275 - Birchwood Holdings LLC; Investment related Yes; Chicago, Illinois; Real Estate; other (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-08 |
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