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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| IL | RA | APPROVED | 2018-05-29 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 06/2017 | 05/2018 |
| Lake Forest College | Lake Forest | IL | 08/2015 | 05/2017 |
| Zekelman Industries | Chicago | IL | 08/2016 | 12/2016 |
| Lake Forest College Office Of Addmission | Lake Forest | IL | 01/2016 | 12/2016 |
| Morgan Stanley | Deerfield | IL | 05/2018 | Present |
*573843- Amazon; Investment related: No; Seattle, Washington; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 4; Sales/Marketing *595350 - Beacons; Investment related: No; San Francisco, California; Retail/Online Stores; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 8; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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