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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Eugene | OR | 01/2007 | Present |
| Morgan Stanley Smith Barney | Eugene | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. A musical is being written based off a time of my life before working for Morgan Stanley. I would expect to receive compensation of some sort. My daughter will be playing herself in the musical and will receive compensation as well; Not Investment related; Providing information on my life; Oct 2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-20 |
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