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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| LA | RA | APPROVED | 2010-11-18 |
Branch Locations
1261 West Causeway Approach, Mandeville, LA 70471 • 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 | Covington | LA | 07/2008 | Present |
| Morgan Stanley Smith Barney | Mandeville | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*642185 - Fly Away Aviation, LLC; Investment related: Yes; Folsom, Louisiana; Other-LLC to house airoplane; Partner(proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 1; Other-Passive Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-28 |
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