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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Romeoville | IL | 01/2022 | 08/2025 |
| Valley View School District | Romeoville | IL | 01/2016 | 01/2022 |
| Bank Of America, N.A. | Romeoville | IL | 05/2022 | 08/2025 |
| Morgan Stanley Smith Barney Llc | Lisle | IL | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
*656935- Sheehy Family, LLC; Investment related: No; Lemont, Illinois; LLC; Minority Limited Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 0; I have zero duties or responsibilities in the LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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