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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED_RES | 2012-05-08 |
| MD | RA | APPROVED | 2011-04-11 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Washington | DC | 07/2000 | Present |
| Morgan Stanley Smith Barney | Potomac | MD | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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