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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-18 |
| IL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States
1806 Fox Drive, Champaign, IL 61820 • United States
2832 Vermillion Suite #1, Danville, IL 61832 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Champaign | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. FAMILY FARM; EMPLOYEE; INVESTMENT RELATED; LANDLORD; CAMERON, IL; 0 HOURS SPENT AFTER BUSINESS 0 SPENT DURING BUSINESS; 06/1999*** 3. RENTAL PROPERTY; MILNER ROAD, DANVILLE, IL; CO- OWNER; 0 HOURS SPENT AFTER OR DURING BUSINESS; 04/2010*** 6. NBGC LLC -PASSIVE INVESTOR- INVESTMENT RELATED-SOLE PROPRIETOR/OWNER/PARTNER-RENTAL-0 HOURS BEFORE AND 0 AFTER BUSINESS- EFFECTIVE DATE 01/2012 8. *248371- D&G Crandall, LLC; Investment related: Yes; Danville, Illinois; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01-2012; During business hours: 0; After business hours: 2; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-17 |
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