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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-24 |
| PA | RA | APPROVED | 2009-06-01 |
Branch Locations
One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Pittsburgh | PA | 03/2005 | Present |
| Morgan Stanley Smith Barney | Pittsburgh | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
CFA SOCIETY ENDOWMENT AND FOUNDATION CONFERENCE PLANNING COMMITTEE; FINANCE OR INVESTMENT COMMITTEE; 12/2012 *401508- Three Rivers Rowing Association; Investment related: No; Pittsburgh, Pennsylvania; Sports, Social & Recreational, Children/Youth, Civic/Community; Finance Committee, Development Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 2; Investment Decisions/Advice, Business Development/Growth, Administrative, Labor/Service, Accounting/Bookkeeping, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-07 |
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