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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-20 |
| PA | RA | APPROVED | 2011-02-08 |
Branch Locations
701 Main Street 501 5Th Floor, Stroudsburg, PA 18360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Stroudsburg | PA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Stroudsburg | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *417063 - Estate; Investment related Yes; Stroudsburg, Pennsylvania; Executor; 11/2016; During business hours: 0; After business hours: 1 *577332- River Road General Store LLC; Investment related: Yes; Shawnee on Delaware, Pennsylvania; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 5; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-13 |
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