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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2011-04-27 |
Branch Locations
1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Pleasant Hill | CA | 05/2007 | Present |
| Morgan Stanley Smith Barney | Walnut Creek | CA | 04/2011 | Present |
BESTMARK, INC; SECRET SHOPPER; SECRET SHOPPING SERVICES; 1 HOUR IS DEVOTED PER WEEK DURING NON TRADING HOURS *370958- Rental Property; Investment related: Yes; San Pablo, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 1; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-28 |
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