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222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-28 |
Branch Locations
222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 04/2014 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2019 |
| Bmo Bank Na | Chicago | IL | 01/2019 | 05/2026 |
| Lpl Financial Llc | Chicago | IL | 03/2021 | Present |
| Santa Barbara Management | Chicago | IL | 05/2026 | Present |
1. 03/24/2021 - BMO Bank NA - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Private Wealth Advisor Director - Start Date: 01/28/2019 - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100%. 2. 04/15/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Investment Related - At Reported Business Location(s). 3. 11/19/2025 - BMO - Real Estate Rental - Investment Related - Chicago, IL & South Bend, IN- Start Date 07/2017 - 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
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