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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED_RES | 2025-04-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| U.S. Bank | Oak Park | IL | 06/2021 | 03/2025 |
| U.S. Bancorp Investments, Inc. | Oak Park | IL | 08/2022 | 03/2025 |
| Giordanos | Edina | MN | 05/2016 | 06/2021 |
| Student | Saint Joseph | MN | 08/2016 | 05/2020 |
| Morgan Stanley | Deerfield | IL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-09 |
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