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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 | 2010-06-21 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Syracuse | NY | 03/2001 | Present |
| Morgan Stanley Smith Barney | Syracuse | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*324745-Syracuse Diocesan Investment Fund Inc.; Investment related -No; Syracuse, New York; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: .12; After business hours: 0.88; 2.* 92392 - Crouse Health Systems, Inc.; Investment related - No; Syracuse, NY ;Provides medical services to the community; Serving on the Hospital Board and Pension and Compliance sub committees (proprietor, partner, officer, director, employee, trustee, agent); Feb 2012; During business hours: 0; After business hours: 4. 4. *403200 - Trust; Investment related - Yes; Fayetteville, NY; 10/2020; During business hours: 2; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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