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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Pensacola | FL | 12/1994 | Present |
| Morgan Stanley Smith Barney | Pensacola | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. BUFFALO MILL CREEK TIMBER LLC; FLORIDA; POSSIBLY SELL SOME TIMBER; TIMBER LAND, AGRICULTURE, RECREATIONAL HUNTING; MANAGER/OWNER; 6 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 01/2014 2. *314894 - Personal Farm/ Hay Production; Investment related No; Pace, Florida; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 0; After business hours: 30; Farming Growing and Harvesting Hay *421153 - Trust; Investment related Yes; Greensburg, PA; Jan 2021; During business hours: 2; After business hours: 2. *421159 - Trust; Investment related Yes; Greensburg, PA; Jan 2021; During business hours: 2; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-03 |
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