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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED | 2020-03-18 |
| MO | RA | APPROVED | 2018-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Kansas City | MO | 05/2007 | Present |
| Morgan Stanley | Kansas City | MO | 06/2009 | Present |
*469631- Trust; Investment related Yes; Mission Hills, Kansas; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *470314- Trust; Investment related Yes; Prairie Village, Kansas; Trust; Trustee/Co-Trustee ; 12/2021; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *481407 - Trust; Investment related - Yes; Mission Hills, Kansas; 06/2011; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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