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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-12 |
| TX | RA | APPROVED_RES | 2021-11-12 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • 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. | San Francisco | CA | 05/2007 | 11/2021 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 11/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
552646 - Rental Property ; Investment related - Yes ; Alameda, California ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2017 ; During business hours : 1 ; After business hours : 0 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-15 |
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