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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
101 West Broadway Suite 1800, San Diego, CA 92101 • 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. | San Diego | CA | 05/1994 | Present |
| Morgan Stanley Smith Barney | San Diego | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.CATHEDRAL CATHOLIC HIGH SCHOOL; 40 AFTER BUSINESS HOURS; 0 DURING TRADING HOURS; COACH HIGH SCHOOL FOOTBALL; OFFENSIVE LINE COACH; RECEIVE COACH STYPEN; 07/2012. 2. Rental Property/ effective 7.2011/san Diego, CA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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