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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-06-16 |
| TX | RA | APPROVED_RES | 2011-07-20 |
| PA | RA | APPROVED | 2011-02-11 |
Branch Locations
221 West Philadelphia Street Suite 301, York, PA 17401 • United States
214 Senate Avenue 7Th Floor, Camp Hill, PA 17011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | York | PA | 05/1996 | Present |
| Morgan Stanley Smith Barney | York | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SAFFRON PROPERTIES, LLC; INVESTMENT RELATED; OWNER; RENTAL PROPERTY; YORK, PA; NO TIME SPENT DURING AND AFTER BUSINESS; 10/2013 2. Rental Property; Investment related; Rental; York, PA; Sole Proprietor / Owner / Partner; 02/2015; During business hours: 0, After business hours: 0 3. Real Estate; Investment related Yes; York, PA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018 ; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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