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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2009-06-01 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Lancaster | PA | 08/2006 | Present |
| Morgan Stanley Smith Barney | Lancaster | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. T & L PROPERTIES; RENTAL PROPERTIES; DENVER, PA; SOLE PROPRIETOR/OWNER/PARTNER; Granger, IA; 1990; 0,1 3. *384680- Denver Fire Company, Illinois; Investment related No; Charity / Private Foundation; Finance/ Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 12/2019; During business hours: 0; After business hours: 0; Spending Oversight Committee *675471 - Rental Property; Investment related: Yes; Denver, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
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