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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Century City | CA | 10/2005 | Present |
| Morgan Stanley Smith Barney | Los Angeles | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Business / Company;Silverfork Productions; Cooking Classes and Bread Mixes; As of 07/2013;During business hours 0; After business hours 0. 2. *415427 - Park Place Condo; Investment related - Yes; Los Angeles, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 10/2020; During business hours: 5; After business hours: 0; Other, Property Management 3. *4201914 - Trust; Investment related -Yes; Los Angeles, California; Co Trustee; 01/2021; During business hours: 2; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-19 |
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