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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Jacksonville | FL | 09/2008 | Present |
| Morgan Stanley Smith Barney | Jacksonville | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ACCOUNT FOR INVESTMENTS BY THE JAFFEE GROUP, PARTNER; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED; START DATE: 01/1995; JACKSONVILLE, FL 2. River Garden Hebrew Home; Investment related; JACKSONVILLE, FL; nursing home care; president (proprietor, partner, officer, director, employee, trustee, agent); Oct 2014; During business hours: 0; After business hours: 1; president for the upcoming term.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-19 |
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