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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| CO | RA | APPROVED | 2023-06-25 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
Northbrook, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
2. FOUR RENTAL PROPERTIES, JOINT OWNER; INVESTMENT RELATED; CHICAGO, IL/WHEELING, IL; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; START DATE: 01/1999, 02/2013, 04/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-05 |
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