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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED_RES | 2014-02-12 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
940 Main Avenue, Durango, CO 81301 • 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. | Winter Park | FL | 08/1994 | Present |
| Morgan Stanley Smith Barney | Winter Park | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*414532 - Trust; Investment related - Yes; ON, Canada; 10/2020; Trustee; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-11 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-10 |
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