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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| 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 Inc. | Atlanta | GA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *67914 - Stevenson Asset Management; Investment related Yes; Sandy Springs, GA; Real Estate; shareholder (proprietor, partner, officer, director, employee, trustee, agent); Aug 1991; During business hours: 2; After business hours: 0; asset management and allocation. 3. *495079 - Trust; Investment related Yes; Sewall's Point, Florida; Trustee/Co-Trustee; 04/2022; During business hours: 3; After business hours: 2 *524485 - 20 Beeler LLC; Investment related: Yes; Atlanta, Georgia; Real Estate; co-trustee (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 5; Other *539803 - Trust; Investment related: Yes; Sewall's Point, Florida; Trust; Trustee/Co-Trustee; 04/2022; During business hours: 3; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-05 |
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