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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-03 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| 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. Paraclete Academy; Not Investment related; South Boston, MA; Education; Board member and Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Jun 2012; During business hours: 0; After business hours: 1.5; Provide suggestions and guidance on running the program, review the numbers and discuss the numbers with our Board. I also work with the Board on planning for the upcoming year and projections.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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