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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-09-14 |
| TX | RA | APPROVED | 2016-07-07 |
| IL | RA | APPROVED | 2016-03-18 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | Present |
1. FRANKLIN-LAKE CAPITAL ADVISORS 227 W MONROE ST CHICAGO ILLINOIS 60606 USA PARTNERSHIP/NON-SECURITIES-RELATED;MEMBER;;NON WORKING HOURS; 2. SISTERS OF THE HOLY FAMILY NAZARETH, INVESTMENT COMMITTEE; START DATE: 03/2013; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; DES PLAINES, IL 3. ST. PETRONILLE LIFE FUND, INVESTMENT COMMITTEE; GLEN ELLYN, IL; INVESTMENT RELATED; NO HOURS DURING BUSINESS; START DATE: 10/1999 4.*383160 - John Sakach Company; Investment Related - No; Granite City, IL; Wholesale/Distribution; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan 2010; During Business Hours: 0.2; After Business Hours: 1.8; Administrative. 5. *390131 - Trust; Investment related Yes; Glen Ellyn, Illinois; 10/2019; Trustee/Co-Trustee; During business hours: 1; After business hours: 0 6. *542741 - POA; Investment related: Yes; Glen Ellyn, Illinois; 03/2023; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-04 |
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