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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-10 |
Branch Locations
2211 York Road Suite 100, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2026 | Present |
| Morgan Stanley | New York | NY | 06/2025 | 08/2025 |
| The Kitchen Restaurant | Boulder | CO | 06/2023 | 08/2023 |
| Doherty Pool Management | Parker | CO | 06/2020 | 08/2024 |
| Georgetown University | Washington | DC | 08/2022 | 05/2026 |
| Legend High School | Parker | CO | 08/2018 | 05/2019 |
| Regis Jesuit High School | Aurora | CO | 08/2019 | 05/2022 |
| American Academy | Parker | CO | 07/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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