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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CO | RA | APPROVED | 2011-07-25 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Francisco | CA | 04/2004 | Present |
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
DJR INVESTMENTS LLC. NOT INVESTMENT RELATED. REAL ESTATE. FORT COLLINS, CO. 5/2004. OWN & LEASE PROPERTIES. .5 HOURS PER MONTH. NO HOURS DEVOTED DURING SECURITIES TRADING HOURS. *589532- Greenfield Industrial Park LLC; Investment related: No; Fort Collins, Colorado; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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