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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets | Atlanta | GA | 01/2009 | Present |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Demere 132, LLC; Investment related Yes; St. Simons Island GA; Rental property; Owner and sole operator of the LLC(proprietor, partner, officer, director, employee, trustee, agent); Jan 2004; During business hours: 0.001; After business hours: 0.001; I am 100% owner and sole operator of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-26 |
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