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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-10 |
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Danvers | MA | 12/2000 | Present |
| Morgan Stanley Smith Barney | Danvers | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Business Address (City, State): Bethel, Maine Nature of the business: Real Estate/Property Rental Relationship/position: Sole Proprietor/ Owner/ Partner Investment Related (Y or N): Y Start Date: July 1997 Hours during trading hours: 0 Number of hours after business hours: 1 Description: Manage property & collect rent from tenants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-26 |
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