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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
| IL | RA | APPROVED | 2024-08-22 |
Branch Locations
760 West Main Street Suite 200, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Deer Park | IL | 03/2014 | 10/2016 |
| Bank Of America, N.A. | Deer Park | IL | 08/2014 | 10/2016 |
| Wells Fargo Advisors, Llc | Barrington | IL | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Barrington | IL | 11/2016 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Barrington | IL | 07/2020 | 09/2023 |
| Morgan Stanley | Barrington | IL | 08/2024 | Present |
| Unemployed | Barrington | IL | 09/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
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