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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 |
| NJ | RA | APPROVED | 2017-03-07 |
| TX | RA | APPROVED_RES | 2014-03-03 |
Branch Locations
202 West State Street, Olean, NY 14760 • United States
Lakewood, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Olean | NY | 01/2006 | Present |
| Morgan Stanley Smith Barney | Lakewood | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Jamestown Community College Foundation; Not Investment related; Jamestown, NY ; Charity / Private Foundation; Member of Investment committee/board of directors (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 1; After business hours: 1; Review account statements, performance, adherence to foundation investment policy statement, and asset allocation and report to the board of directors. *646017- 5126 KEYSTONE STREET, LLC; Investment related-Yes; PITTSBURGH, Pennsylvania; Real Estate:Rental Property; Property Management (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 10;Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-05 |
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