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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| OR | RA | APPROVED | 2009-06-01 |
| WA | RA | APPROVED | 2009-06-01 |
Branch Locations
3103 Signature Court, Medford, OR 97504 • United States
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bellevue | WA | 08/1997 | Present |
| Morgan Stanley Smith Barney | Bellevue | WA | 06/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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