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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| 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. | Palo Alto | CA | 12/1999 | Present |
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*553532- ADVNC Lacrosse; Investment related-No; Woodside, California; Recreation; coach (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 20; coach practices and tournaments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-19 |
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