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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| GA | RA | APPROVED | 2009-06-01 |
| SC | RA | APPROVED | 2009-06-01 |
Branch Locations
600 Main Street, Hilton Head Island, SC 29926 • 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. | Hilton Head | SC | 06/2005 | Present |
| Morgan Stanley Smith Barney | Hilton Head | SC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PROVIDENCE PRESBYTERIAN CHURCH STEWARDSHIP COMMITTEE; HILTON HEAD ISLAND, SC; ON THE FINANCE OR INVESTMENT COMMITTEE; MANAGING THE CHURCHES FINANCES AND ENCOURAGING MEMBERSHIP GIVING; NO DIRECT INVOLVEMENT IN THE MANAGEMENT OR INVESTMENT OF THE CHURCHES INVESTMENTS; 2 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 02/2013***
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-14 |
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