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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-25 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Seattle | WA | 08/2004 | Present |
| Morgan Stanley Smith Barney | Seattle | WA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | Present |
*517673 - 4631 Forest Ave SE, LLC; Investment related: Yes; Shoreline, Washington; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 1; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-18 |
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