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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
7777 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Centerville | OH | 05/2005 | Present |
| Morgan Stanley Smith Barney | Centerville | OH | 06/2009 | Present |
*563230- Intele Travel Inc; Investment related -No; Delray Beach, Florida; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 20; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-05 |
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