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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| NJ | RA | APPROVED | 2022-11-22 |
| NY | RA | APPROVED | 2021-09-24 |
| TX | RA | APPROVED_RES | 2021-09-24 |
Branch Locations
Delray Beach, FL • United States
2825 N. University Drive Suite 400, Coral Springs, FL 33065 • United States
West Long Branch, NJ • United States
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
2 disclosure categories 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. | Brooklyn | NY | 05/2007 | 09/2021 |
| Morgan Stanley Smith Barney Llc | New York | NY | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-27 |
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