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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Menlo Park | CA | 10/2006 | Present |
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
ZIA CAPITAL CORP,INVESTMENT RELATED(PERSONAL HOLDING CO)PO BOX 120, ST JO, TX 75265 DIRECTOR, JAN 97 TO PRESENT, TIME DEVOTED 12 HOURS PER 3 MONTH,0 HRS DURING TRADING HRS, OVERSIGHT ON OPERATIONS & FINANCES OF ENTITY ZIA RANCH PARTNERS, NON-INVESTMENT RELATED(BREED & RAISE COMMERCIAL CATTLE)RT 1, BOX 53, ST JO, TX 76265, PARTNER,06/94 TO PRESENT, TIME DEVOTED 24-48 HRS PER MONTH, 0 HRS DURING TRADING HRS OVERSIGHT & ASSIST ON OPS & FINANCES OF ENTITY ROBERT E & EVELYN MCKEE FOUNDATION,INVESTMENT RELATED(CHARITABLE TRUST)5835 CROMO DR SUITE 1, EL PASO, TX 79913-2599, ADVISORY TTEE, 06/98 TO PRESENT, TIME DEVOTED 1-2 HRS PER MONTH, 0 HRS DURING TRADING HRS, OVERSIGHT ON OPS & FINANCES OF ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-28 |
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