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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| CO | RA | APPROVED | 2009-06-01 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
121 South Tejon Street Suite 700, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Colorado Springs | CO | 11/1998 | Present |
| Morgan Stanley Smith Barney | Colorado Springs | CO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Merge Global Photography LLC; Not Investment related; Colorado Springs, CO; Photography; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 5; selling photos *437495 - Sahwatch House, LLC; Real Estate; Investment related Yes; Colorado Springs, CO ; Manager (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-01 |
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