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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| NJ | RA | APPROVED | 2009-06-01 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
Avon-By-The-Sea, NJ • United States
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Scotch Plains | NJ | 08/1996 | Present |
| Morgan Stanley Smith Barney | Morristown | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. KIPLING LLC, OWNER; FAMILY ESTATE AND INVESTMENT PLANNING PURPOSES; START DATE: 05/2011; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; 50 DOGWOODLANE, WATCHUNG, NJ 07069 2. ONE-O-ONE LLC, PART OWNER; START DATE: 05/2002; CREATED FOR ESTATE AND INVESTMENT PLANNING PURPOSES; WATCHUNG, NJ; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0 4.*487967 - Trust; Investment related -Yes; Scotch Plains, New Jersey; Trustee/Co-Trustee; 12/1998; During business hours: 0; After business hours: .5; 5. *500469 - Trust; Investment related Yes; Scotch Plains, New Jersey; 05/2022; Trustee/Co-Trustee; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-05 |
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