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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| MO | RA | APPROVED | 2009-06-01 |
Branch Locations
14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Clayton | MO | 12/2001 | Present |
| Morgan Stanley Smith Barney | Clayton | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*219528- Assumption Catholic Church of O'Fallon; Investment related: No; O'Fallon, Missouri; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2002; During business hours: 0; After business hours: 3; Advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-23 |
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