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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
112 Worcester Street, Wellesley, MA 02481 • United States
Mashpee, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Waltham | MA | 05/2008 | Present |
| Morgan Stanley Smith Barney | Waltham | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rock and Roll cover band; Investment related Yes; Rock and Roll cover band; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours Nil ; After business hours: 4; Drummer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-05 |
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