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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Newport News | VA | 02/2006 | Present |
| Morgan Stanley Smith Barney | Newport News | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*481270- Trust; Investment related Yes; Newport News, State; Virginia; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 3; After business hours: 2; Estate Administration *513756- Virginia Living Museum; Investment related-No; Newport News, Virginia; Agricultural/Horticultural, Animals, Education, Environmental; Member of the Endowment Committe (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 0.5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-28 |
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