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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| IL | RA | APPROVED | 2025-10-16 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chicago | IL | 09/2008 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2025 | Present |
(1) 667117 - Rental Property / Investment Related / Chicago, IL / Rental Property / Co-Owner with Brother-in-Law / Start 01-September-1995 / During business hours: 0 / After business hours: 10 / Property Management. *711446- D&J Holdings LLC; Investment related: Yes; Flossmoor, Illinois; LLC account that holds investments; Owner with my wife - Brokerage Account held at Morgan Stanley (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 10; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-07 |
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