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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boston | MA | 02/2006 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. REPUBLIC FITNESS- INSTRUCTOR- EFFECTIVE DATE 03/2015- 2 HOURS AFTER BUSINESS 2. MIDWAY FLYING CLUB, SHARE OWNERSHIP; MEMBER; DURING BUSINESS HOURS -0, AFTER BUSINESS HOURS- 1; ATTLEBORO, MA; ENTITY EXISTS TO FACILITATE AIRCRAFT OWNERSHIP; NOT INVESTMENT RELATED; START DATE: Jan 2016 3. 104 Sinclair St. LLC; Investment related; PORT CHARLOTTE, FL; Rental Property; Sole Proprietor / Owner / Partner; Jun/2017; During business hours: 0; After business hours: 1; Passive owner 4. 4328 harbor blvd LLC, Investment related; PORT CHARLOTTE, FL; Rental Property; Sole Proprietor / Owner / Partner; Jun/2017; During business hours: 0; After business hours: 1; Passive owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-27 |
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