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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED_RES | 2025-04-14 |
Branch Locations
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Schaumburg | IL | 04/2016 | 04/2025 |
| J.P. Morgan Securities Llc | Schaumburg | IL | 04/2016 | 04/2025 |
| Jp Morgan Chase, Llc | Schaumburg | IL | 05/2020 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Lisle | IL | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*705702 - Iron Shaperns Iron LLC; Investment related: Yes; Grenada, Mississippi; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 10; Check Signing/Funds Disbursements: Joint owner with four other members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-20 |
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