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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-14 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | New York | NY | 05/2009 | Present |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *457094 - RVC Basketball League; Investment related -No; Rockville Centre, New York; Children/Youth; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 2; Accounting/Bookkeeping 2. 457096 - St Agnes CYO Board - Basketball (Treasurer); Investment Related - No; Rockville Centre, New York; Children/Youth; Board Member, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2021; During Business Hours: 0; After Business Hours: 4; Dealing with parents and selecting coaches for basketball teams.. 3. *560211- Board of Zoning Appeals; Investment related -No; Rockville Centre, New York; Government; Alternate, I was asked to act as an "alternate" when hearing zoning appeals. (Renovation applications for residents of Rockville Centre) (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Approving or denying home renovation applications
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-07 |
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