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Ana Maria Villarreal

Morgan Stanley

Glenview, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-16
IL RA APPROVED 2023-01-07
  • TX RA
    APPROVED
    Since 2023-01-16
  • IL RA
    APPROVED
    Since 2023-01-07

Branch Locations

2700 Patriot Boulevard Suite150, Glenview, IL 60026 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Mundelein IL 01/2015 02/2018
Jpmorgan Chase Bank, N.A. Chicago IL 06/2015 02/2018
J.P. Morgan Securities Llc Chicago IL 05/2015 02/2018
Ubs Financial Services Inc. Northbrook IL 02/2018 11/2022
Morgan Stanley Smith Barney Llc Glenview IL 11/2022 Present
  • 01/2015 → 02/2018
    Jp Morgan Securities Llc
    Mundelein, IL
  • 06/2015 → 02/2018
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 05/2015 → 02/2018
    J.P. Morgan Securities Llc
    Chicago, IL
  • 02/2018 → 11/2022
    Ubs Financial Services Inc.
    Northbrook, IL
  • 11/2022 → Present
    Morgan Stanley Smith Barney Llc
    Glenview, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-07
S63 Uniform Securities Agent State Law Examination 2015-03-04
  • S66 Uniform Combined State Law Examination
    2023-01-07
  • S63 Uniform Securities Agent State Law Examination
    2015-03-04
Other Names
  • Ana Maria Villarreal
  • Ana M Dominguez
  • Ana M Villarreal
  • Ana Maria Villarreal
  • Ana Maria Dominguez
  • Ana Villarreal

View on SEC IAPD

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MERINO WEALTH MANAGEMENT
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS
LPL FINANCIAL LLC

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
David Geoffrey Smestuen
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MERINO WEALTH MANAGEMENT · GLENVIEW, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL
COYLE · GLENVIEW, IL

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