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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
One River Centre 10 West. State Street Suite 204, Geneva, IL 60134 • 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 Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Geneva | IL | 11/2010 | Present |
1. IDC properties; MI; Rental properties ; Sole Proprietor / Owner / Partner ; Feb 1992 ; During business hours: 0 ; After business hours: 1 ; Make decisions on the business as any owner would. 2. OWNER PROPERTY; 5N184 WILLOW LN ST CHARLES IL; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 04/2013 4. *421597 - Construction/Engineering; Investment related Yes; Gary, Indiana; Construction/Engineering; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 5; Investment Decisions/Advice, Other *583881- Rental Property; Investment related: Yes; gary, Indiana; Rental Property, Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Administrative *583941- Real Estate; Investment related: Yes; gary, Indiana; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 0; Administrative *583880 -Real Estate; Investment Related: No; gary, Indiana; Real Estate; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 1; Administrative *583885 - Rental Property; Investment Related - Yes; gary, Indiana; Real Estate, Rental Property ; Officer(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 1; Administrative *583894 - Real Estate; Investment Related - Yes; Gary, Indiana; Real Estate; Officer(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 0; Administrative *583950 - MVR rolling assets LLCs Seiries 8 Rolling assets; Investment related - No ; st charles,Illinois ; Automotive/Transportation ; Officer(proprietor, partner, officer, director, employee, trustee, agent) ; 2/2024 ; During business hours : 0 ; After business hours : 3 ; Administrative *583887 - M&M on Halsted LLC DBA Phd pub; Investment related-Yes; chicago, Illinois; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; passive ownership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-25 |
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