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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| MO | RA | APPROVED | 2009-06-01 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Clayton | MO | 12/1993 | Present |
| Morgan Stanley Smith Barney | Clayton | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*180733 : Ladue Public Works Committee ; Investment related : No ; Ladue ; Missouri ; Government ; Public Works Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2014 ; During business hours : 1 ; After business hours : 1 ; advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
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