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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 |
| CT | RA | APPROVED | 2020-09-11 |
| TX | RA | APPROVED | 2020-09-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | New York | NY | 10/2013 | 09/2020 |
| City National Bank | New York | NY | 01/2017 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-22 |
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