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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-28 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Chicago | IL | 07/1999 | Present |
| Morgan Stanley Smith Barney | Chicago | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*423912 - Trust; Investment related - Yes; Chicago, Illinois; Sucessor; 03/2021; During business hours: 0; After business hours: 0 *679424- Rental Property; Investment related: Yes; Chicago, Illinois; Rental Property; I will be a Joint owner with my son, Michael if our offer is accepted (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; This is a two flat. Mike will live in one flat and eventually rent the other. Mike will hande all rental duities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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