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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-15 |
| NC | RA | APPROVED | 2009-06-01 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
100 North Main Street Suite 2500, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Winston-Salem | NC | 07/1993 | Present |
| Morgan Stanley Smith Barney | Winston-Salem | NC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*534550 - 920 Outdoor Youth, Inc; Investment related No; Winston Salem, North Carolina; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 1; After business hours: 0; Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-09 |
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