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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-24 |
| FL | RA | APPROVED | 2010-12-07 |
Branch Locations
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Rochester | NY | 05/2004 | Present |
| Morgan Stanley Smith Barney | Rochester | NY | 06/2009 | Present |
1. *417455 - Power of Attorney; Investment related - Yes; Seminole, Florida; Power of Attorney; 12/2020; During business hours: 0; After business hours: 5; 2. *417456 - Power of Attorney; Investment related - Yes; Seminole, Florida; Power of Attorney; 12/2020; During business hours: 0; After business hours: 5; 3. *417453 - Trust; Investment related - Yes; Seminole, Florida; Trustee; 01/2021; During business hours: 0; After business hours: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-03 |
| S66 | Uniform Combined State Law Examination | 1999-12-29 |
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