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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • 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. | Morristown | NJ | 11/2006 | Present |
| Morgan Stanley Smith Barney | Morristown | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.*240678 -Rental Property; Investment related: Yes; Bloomfield, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2005; During business hours: 0; After business hours: 1; collect rent 2. *416477 - Rental Property; Investment related - Yes; Belleville, New Jersey; Real Estate; Owner of Property (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 2; Property Management 3. *531435- Rental Property; Investment related-Yes; Caldwell, New Jersey; Real Estate; expected property owner, with my brother (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 1; Property Management 4. *531433 - Rental Property; Investment related: Yes; Nutley, New Jersey; Real Estate; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-05 |
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