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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-13 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Clearwater | FL | 06/2007 | Present |
| Morgan Stanley Smith Barney | St. Petersburg | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-15 |
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