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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED_RES | 2025-07-16 |
Branch Locations
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Temple Terrace | FL | 01/2022 | 01/2023 |
| Manor Vail Lodge | Vail | CO | 05/2017 | 08/2017 |
| Maggiano's Little Italy | Orlando | FL | 09/2017 | 12/2017 |
| Rosen Shingle Creek | Orlando | FL | 12/2015 | 05/2017 |
| Daily Eats | Tampa | FL | 09/2020 | 10/2021 |
| Morgan Stanley | Chicago | IL | 01/2023 | 09/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 01/2024 |
| Manor Vail Lodge | Vail | CO | 12/2017 | 08/2020 |
| Goldstone Financial Group, Llc | Oakbrook Terrace | IL | 03/2024 | 06/2025 |
| Morgan Stanley | Oak Brook | IL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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