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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| IL | RA | APPROVED | 2018-12-06 |
Branch Locations
211 Fulton Street Suite 500A, Peoria, IL 61602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwestern Securities Trading Co. Llc | East Peoria | IL | 03/2018 | 04/2018 |
| South Side Trust And Savings Bank | Peoria | IL | 12/2016 | 02/2018 |
| Unemployed | Chillicothe | IL | 06/2016 | 11/2016 |
| Unemployed | Chillicothe | IL | 04/2018 | 11/2018 |
| Morgan Stanley | Peoria | IL | 11/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*693879 - The Resilience Project; Investment related - Yes; Peoria, Illinois; Humanitarian; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 3; Administrative:Business Development/Growth:Labor/Service:Investment Decisions/Advice:Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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