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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-09 |
| TX | RA | APPROVED_RES | 2022-09-09 |
Branch Locations
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 | Massapequa | NY | 03/2013 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
Widman Family Trust and Else Widman Trust - Trustee - duties involve management of Trust real estate. *590767 - Rental Property ; Investment related - Yes; Franklin Square,New York ; Real Estate:Rental Property ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2024 ; During business hours : 0 ; After business hours : 1 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-14 |
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