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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-24 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Green Bay | WI | 02/2001 | Present |
| Morgan Stanley Smith Barney | Green Bay | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental Property; Investment related No; Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug/2018; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-07 |
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