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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-20 |
| TX | RA | APPROVED_RES | 2022-01-18 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| Fifth Third Securities | Lake Forest | IL | 08/2015 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-17 |
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