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Trevor J Bieszczat

Morgan Stanley

Lake Forest, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-29
IL RA APPROVED 2024-11-25
  • TX RA
    APPROVED
    Since 2024-11-29
  • IL RA
    APPROVED
    Since 2024-11-25

Branch Locations

207 East Westminster Suite 300, Lake Forest, IL 60045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, Na Chicago IL 06/2023 09/2024
Jpmorgan Securities Llc Chicago IL 06/2023 09/2024
Doordash West Lafayette IN 03/2023 05/2023
Morgan Stanley Chicago IL 05/2022 08/2022
Strack And Van Til Highland IN 05/2021 07/2021
Barney Enterprises Management Services Valparaiso IN 07/2017 07/2017
Unemployed Crown Point IN 06/2013 06/2017
Strack And Van Til Crown Point IN 06/2019 08/2019
Unemployed West Lafayette IN 08/2021 04/2022
Unemployed West Lafayette IN 09/2022 02/2023
Unemployed Crown Point IN 09/2019 04/2020
Strack And Van Til Crown Point IN 05/2020 08/2020
Unemployed West Lafayette IN 09/2020 04/2021
Main Street Cafe Crown Point IN 01/2018 03/2019
Unemployed Crown Point IN 08/2017 12/2017
Unemployed Crown Point IN 04/2019 05/2019
Morgan Stanley Lake Forest IL 10/2024 Present
  • 06/2023 → 09/2024
    Jpmorgan Chase Bank, Na
    Chicago, IL
  • 06/2023 → 09/2024
    Jpmorgan Securities Llc
    Chicago, IL
  • 03/2023 → 05/2023
    Doordash
    West Lafayette, IN
  • 05/2022 → 08/2022
    Morgan Stanley
    Chicago, IL
  • 05/2021 → 07/2021
    Strack And Van Til
    Highland, IN
  • 07/2017 → 07/2017
    Barney Enterprises Management Services
    Valparaiso, IN
  • 06/2013 → 06/2017
    Unemployed
    Crown Point, IN
  • 06/2019 → 08/2019
    Strack And Van Til
    Crown Point, IN
  • 08/2021 → 04/2022
    Unemployed
    West Lafayette, IN
  • 09/2022 → 02/2023
    Unemployed
    West Lafayette, IN
  • 09/2019 → 04/2020
    Unemployed
    Crown Point, IN
  • 05/2020 → 08/2020
    Strack And Van Til
    Crown Point, IN
  • 09/2020 → 04/2021
    Unemployed
    West Lafayette, IN
  • 01/2018 → 03/2019
    Main Street Cafe
    Crown Point, IN
  • 08/2017 → 12/2017
    Unemployed
    Crown Point, IN
  • 04/2019 → 05/2019
    Unemployed
    Crown Point, IN
  • 10/2024 → Present
    Morgan Stanley
    Lake Forest, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-23
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S65 Uniform Investment Adviser Law Examination
    2024-11-23
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Trevor J Bieszczat
  • Trevor Joshua Bieszczat

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
BUSS CAPITAL MANAGEMENT, LLC
ISTO ADVISORS, LLC
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
ROUNDTABLE HEALTHCARE MANAGEMENT, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OBAR WEALTH MANAGEMENT LLC
EDWARD JONES

Other Investors

Allison Marie Ockwood
Kevin G. Rieger
Tommy Pirvu
Nicole Teresa Simmons
DUSTIN L WHITE
Michael John Brady
Samantha Pelligrino McGuire
CAROL H. BUSS

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE FOREST, IL
BUSS CAPITAL MANAGEMENT, LLC · LAKE FOREST, IL
ISTO ADVISORS, LLC · Lake Forest, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC · Lake Forest, IL
ROUNDTABLE HEALTHCARE MANAGEMENT, INC · LAKE FOREST, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Lake Forest, IL
OBAR WEALTH MANAGEMENT LLC · LAKE FOREST, IL
EDWARD JONES · LAKE FOREST, IL

More in Lake Forest, IL

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