Best Investors Account Sign in

Kolleen Tracy Zbilski

Morgan Stanley

Barrington, IL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-02-10
IL RA APPROVED 2014-11-25
  • TX RA
    APPROVED_RES
    Since 2015-02-10
  • IL RA
    APPROVED
    Since 2014-11-25

Branch Locations

760 West Main Street Suite 200, Barrington, IL 60010 • 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
Morgan Stanley Barrington IL 11/2014 Present
Previous Registrations
  • 2014-06-02 → 2014-11-11
    Wintrust Investments Llc
    Chicago, IL
  • 2011-12-14 → 2014-06-05
    Morgan Stanley
    Barrington, IL
  • 2011-07-22 → 2011-11-21
    Principal Securities, Inc.
    Libertyville, IL
  • 2009-06-01 → 2011-06-27
    Morgan Stanley
    Barrington, IL
  • 2007-05-16 → 2009-06-01
    Morgan Stanley & Co. Llc
    Barrington, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-14
  • S66 Uniform Combined State Law Examination
    2007-05-14
Other Names
  • Kolleen Tracy Sorensen
  • Kolleen Sorensen

View on SEC IAPD

More in Barrington, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor