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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-31 |
| IL | RA | APPROVED | 2023-04-28 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Barrington | IL | 04/2022 | Present |
| Primrose School Of Algonquin | Algonquin | IL | 08/2021 | 03/2022 |
| Routh Family | Minneapolis | MN | 10/2019 | 08/2021 |
| Ostlund Family | Wayzata | MN | 06/2019 | 08/2019 |
| Education | Minneapolis | MN | 09/2018 | 05/2019 |
| Ostlund Family | Wayzata | MN | 06/2018 | 08/2018 |
| Education | Minneapolis | MN | 09/2017 | 05/2018 |
| Hutchinson Aquatic Center | Hutchinson | MN | 06/2017 | 08/2017 |
| Education | Minneapolis | MN | 09/2016 | 05/2017 |
*573486 - Julie Gockman Photography ; Investment related - No ; Lake in the Hills,Illinois ; Photography ; Employee(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 0 ; After business hours : 10 ; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
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