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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Oakbrook Terrace | IL | 07/1993 | Present |
| Morgan Stanley | Lisle | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*376846- Rental Property; Investment related Yes; Naperville, IL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Oct 2009; During business hours: 0; After business hours: 0.5 * 376847 - Rental Property; Investment related Yes; Naperville, IL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jul 2002; During business hours: 0; After business hours: 0.5 * 376848 - Rental Property; Investment related Yes; Naperville, IL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jan 2004; During business hours: 0; After business hours: 0.5 * 376850 - Rental Property; Investment related Yes; Naperville, IL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jan 2007; During business hours: 0; After business hours: 0.5 * 376852 - Rental Property; Investment related Yes; Naperville, IL; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jul 2006; During business hours: 0; After business hours: 0.5 *662673- George Tang ; Investment related: Yes; Naperville, Illinois; Real Estate ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-04-15 |
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