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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-08-30 |
| PA | RA | APPROVED | 2011-02-10 |
Branch Locations
Eagles Mere, PA • United States
175 Pine Street Suite 100, Williamsport, PA 17701 • 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. | Harrisburg | PA | 08/2000 | Present |
| Morgan Stanley Smith Barney | Williamsport | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*454001 - Eagles Mere Country Club; Investment Related - No; Eagles Mere, Pennsylvania; Recreation; Broard member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2021; During Business Hours: 1; After Business Hours: 0; Board member. *517851 - Trust; Investment related: Yes; Eagles Mere, Pennsylvania; Trust; Trustee/Co-Trustee; 02/2011; During business hours: 0; After business hours: 1; *583914- Eagles Mere Borough Zoning Committee member; Investment related: No; Eagles Mere, Pennsylvania; Government; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Labor or Service *626993 -Eagles Mere Borough Sewer Authority; Investment related: No; Eagles Mere, Pennsylvania; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-09 |
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