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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-05 |
| IL | RA | APPROVED | 2023-03-27 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
207 East Westminster Suite 300, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Forest | IL | 01/2023 | Present |
| Abbott | Abbott Park | IL | 10/2017 | 01/2023 |
| Pricewaterhousecoopers Llp | Chicago | IL | 10/2015 | 09/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*550981 - Midtown-Metro Achievement Centers; Investment related No; Chicago, Illinois; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 5; Marketing, Labor/Service, Fundraising. *646195- The Mahjong Society; Investment related-No; Chicago, Illinois; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 10; Labor/Service *657915- Willows Academy Club Golf; Investment related: No; Des Plaines, Illinois; Education; Golf Coach (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 8; Coaching golf clinics for students
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-27 |
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