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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-04-15 |
| AZ | RA | APPROVED | 2009-06-01 |
Branch Locations
7175 North Pima Canyon Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Tucson | AZ | 10/2006 | Present |
| Morgan Stanley Smith Barney | Tucson | AZ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ARIZONA CAPTIVE INSURANCE ASSOCIATION; TUCSON, AZ; FORMED SPECIFICALLY TO SUPPORT, PROMOTE, FOSTER AND MARKET ARIZONA AS AN ATTRACTIVE AND COMPETITIVE CAPTIVE INSURANCE DOMICILE; TO MANAGE THE ASSETS OF CAPTIVE INSURANCE ACCOUNTS; .5 HOURS DURING BUSINESS; 0 AFTER BUSINESS; 06/2013 - 2. Revivify Captial Fund 1, LLC, 06/2015,Small LLC where I am a member, 0 during business hours and 2 hours after business hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
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