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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CT | RA | APPROVED | 2010-01-08 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Paramus | NJ | 06/2003 | Present |
| Morgan Stanley Smith Barney | Paramus | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*652149 - Wallingford Country Club; Investment Related - No; Wallingford, Connecticut; Recreation; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2025; During Business Hours: 0; After Business Hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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