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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2014-03-03 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Rochester | NY | 06/1999 | Present |
| Morgan Stanley Smith Barney | Rochester | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*411154 - Finger Lakes Museum; Investment related - No; Branchport, New York; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 3; Business Development/Growth, Marketing, Labor/Service *638348- Pittsford Central School District; Investment related-No; Pittsford, New York; Education, Other; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 60; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-13 |
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