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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Menlo Park | CA | 06/1993 | Present |
| Morgan Stanley | Menlo Park | CA | 06/2009 | Present |
2.*492344 - Esate; Investment related -Yes; Ravenna, Ohio; 04/2022; During business hours: 0; After business hours: 1; 3. *497135 - Estate; Investment related Yes; Ravenna, Ohio; Successor Role; 05/2022; During business hours: 1; After business hours: 0 *569942- Club Pilates; Investment related No; San Jose, California; Pilates; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 12; Pilates Instructor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-01-11 |
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