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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 | 12/2008 | Present |
| Morgan Stanley Smith Barney | Jacksonville | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. JAFFEE GROUP PARTNERSHIP; YES INVESTMENT RELATED; PARTNER; NO HOURS DEVOTED; 6750 EPPING FOREST WAY N#107; JACKSONVILLE, FL 32218, 0,0 3. SELF OWNED RENTAL PROPERTY; YES, LANDLORD; RENTAL, 09/2012, DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-28 |
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