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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED_RES | 2014-02-12 |
| KY | RA | APPROVED | 2009-06-01 |
Branch Locations
444 East Main Street Suite 111, Lexington, KY 40507 • United States
Ludington, MI • 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. | Lexington | KY | 04/1998 | Present |
| Morgan Stanley Smith Barney | Lexington | KY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*385004 - Oxford Hill Properties, LLC; Investment related -Yes; Lexington, Kentucky; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); November 2019; During business hours: 0; After business hours: 2; Administrative *470195- Oxford Hill Farm; Investment related -No; Lexington, Kentucky; Agriculture; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 10; Labor/Service *583949- Idle Hour Country Club; Investment related: No; Lexington, Kentucky; Social & Recreational; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 1; General Financial Discussions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-03 |
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