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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-09-25 |
| TX | RA | APPROVED_RES | 2020-09-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Downers Grove | IL | 07/2016 | 04/2017 |
| Morgan Stanley | Deerfield | IL | 05/2017 | 09/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Forest | IL | 09/2020 | Present |
| Bank Of America N.A. | Lake Forest | IL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-24 |
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