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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
Garden City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Garden City | NY | 09/1998 | Present |
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*481548- Power of Attorney; Investment related Yes; GARDEN CITY, New York; Power of Attorney; 02/2022; During business hours: 4; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *489436- POA; Investment related-Yes; GARDEN CITY, New York; 12/2022; During business hours: 4; After business hours: 0 *535017 - POA; Investment related: Yes; GARDEN CITY, New York; 12/2022; During business hours: 2; After business hours: 0; *546090 - POA; Investment related-Yes; GARDEN CITY, New York; 03/2023; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-10 |
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