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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Palo Alto | CA | 01/2002 | Present |
| Morgan Stanley Smith Barney | Palo Alto | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, OWNER; SUNNYVALE, CA; START DATE: 06/2010; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; *514661 - Rental property; Investment related: Yes; Berkeley, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-05 |
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