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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
800 Newport Center Drive Suite 500, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | Newport Beach | CA | 03/2008 | Present |
| Morgan Stanley Smith Barney | Newport Beach | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*102177 : Association for Corporate Growth; Investment related : No; Newport Beacg; California; Networking; Board Member(proprietor, partner, officer, director, employee, trustee, agent);11/2019; During business hours: 1; After business hours: 3; Referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-21 |
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