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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-06-10 |
| TX | RA | APPROVED_RES | 2021-06-01 |
Branch Locations
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
2211 York Road Suite 100, Oak Brook, IL 60523 • 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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Glen Ellyn | IL | 10/2012 | 05/2021 |
| J.P. Morgan Securities Llc | Glen Ellyn | IL | 10/2012 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Lisle | IL | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*475766 - The Reading League Illinois; Investment related - No; Park Ridge, Illinois; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 5; Accounting/Bookkeeping, Administrative, Fundraising, Marketing, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-15 |
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