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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-21 |
| TX | RA | APPROVED | 2025-05-21 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 10/2017 | 02/2019 |
| Bmo Financial Group | Buffalo Grove | IL | 12/2013 | 10/2017 |
| Merrill Edge | Rolling Meadows | IL | 10/2017 | 02/2019 |
| Jpmorgan Securities Llc | Elgin | IL | 03/2019 | 05/2025 |
| Morgan Stanley | Oak Brook | IL | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-14 |
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