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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
9665 Wilshire Boulevard Suite 600, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Sherman Oaks | CA | 08/1995 | Present |
| Morgan Stanley Smith Barney | Sherman Oaks | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*73466 - Childrens Burn Foundation; Investment related: No; sherman oaks, California; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2012; During business hours: 0; After business hours: 4; Fundraising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-29 |
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