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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Waltham | MA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Waltham | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 429414 - Trust; Investment related-No; Trust, (proprietor, partner, officer, director, employee, trustee, agent); March 2021 ; During business hours: 1; Trustee *541623 - Trust; Investment related: Yes; Concord, Massachusetts; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 1; After business hours: 0; *582714 - Rental property; Investment related-Yes; Concord, Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 3; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-20 |
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