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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-24 |
| IN | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2022 | 06/2026 |
| Accenture | Chicago | IL | 01/2019 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Chicago | IN | 01/2017 | 01/2019 |
| United States Army | Ft. Benning | GA | 02/2009 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
*700805 - US Army Reserve; Investment related: No; Ft. Wayne, Indiana; Government; Employee Staff Officer ( proprietor, partner, officer, director, employee, trustee, agent); 04/2016, During business hours:0, After business hours:5; Administrative: Soldier Duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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