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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-23 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Orland Park | IL | 09/1998 | Present |
| Morgan Stanley Smith Barney | Orland Park | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 421321 - Estate; Investment related Yes; Orland Park, IL; Jan 2021; During business hours: 1; After business hours: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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