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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2026-01-26 |
Branch Locations
3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806 • 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. | Costa Mesa | CA | 12/2007 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Long Beach | CA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
(1) *683097 - Canton Rental Property; Investment related: Yes; Canton, Mississippi; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2007; During business hours: 0; After business hours: 0; property owner with minor administrative task (2) *683091- Round Rock Rental; Investment related: Yes; Round Rock, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2007; During business hours: 0; After business hours: 0; Passive owner. Property is managed by outside property manager (3) *683095 - Columbus Rental; Investment related: Yes; Columbus, Ohio; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2007; During business hours: 0; After business hours: 0; Passive ownership of rental property. Some administrative and decision making duties. (4) Rental Property; Investment Related; Indianapolis, IN; Start 01-February-2008; Owner; 1 hour devoted monthly; 0 during trading; Mainly administrative. (5) *683107 - AZ Rental Property; Investment related: Yes; Surprise, Arizona; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2012; During business hours: 0; After business hours: 0; managed by property maager. Small administrative duties *683102- Indianapolis Rental; Investment related-Yes; Indianapolis, Indiana; Rental Property Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2007; During business hours: 0; After business hours: 0; property is managed by outside property manager small amount of administrative *683105- Memphis Rental; Investment related: Yes; Memphis, Tennessee; Rental Property; Other - passive rental managed by property manager (proprietor, partner, officer, director, employee, trustee, agent); 08/2012; During business hours: 0; After business hours: 0; Other - minor administrative activity .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
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