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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Olean | NY | 08/1998 | Present |
| Morgan Stanley Smith Barney | Olean | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. Advocare- diet industry- vendor- effective 07/2015- 1hour I hour outside biz hours 5.Younique; Investment related: No; beauty products; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 1; *377343 - Lularoe; Investment related No; Fashion Company; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-12 |
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