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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Lutherville | MD | 06/2005 | Present |
| Morgan Stanley Smith Barney | Lutherville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE, SOCIAL SERVICE AGENCY; START DATE: 09/2009; DURING BUSINESS HOURS- 4.5, AFTER BUSINESS HOURS- 2; BALTIMORE, MD; NOT INVESTMENT RELATED; BOARD MEMBER; *369795 - Jewish Community Services of Baltimore, Inc.; Investment related: No; Baltimore, Maryland; Social Services; Board Member:Other - Immediate Past President of the board (proprietor, partner, officer, director, employee, trustee, agent); 07/2009; During business hours: 4; After business hours: 2; General Oversight and Advisory of Board and Agency
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-14 |
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