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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Hallandale | FL | 06/1994 | Present |
| Morgan Stanley Smith Barney | Aventura | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MARTIN PARTNERSHIP LP; DAVIE, FL; FAMILY LIMITED PARTNERSHIP/INVESTMENTS; GENERAL PARTNER; ONE HOUR PER MONTH OUTSIDE NORMAL OFFICE HOURS ONLY 2. Rental Real Estate; Investment related Yes; Ellijay, GA; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2015; During business hours: 0; After business hours: 0 3. Sandlyn Beach LLC; Investment related Yes; Rental Property ; Owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-18 |
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