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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-16 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Paramus | NJ | 11/2005 | Present |
| Morgan Stanley Smith Barney | Paramus | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Montclair Adult School; Investment related No; Government / Municipality / Political; Presentor (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 2 *488028 - Trust; Investment related: Yes; North Caldwell, New Jersey; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 1; After business hours: 1; *496362 : Estate; Investment related : Yes; North Caldwell; New Jersey; Estate; Executor/Co-Executor; 05/2022; During business hours: 0; After business hours: 0; *510108 - Estate; Investment related: Yes; North Caldwell, New Jersey; Estate; Executor/Co-Executor; 07/2022; During business hours: 2; After business hours: 3; *517405 - Trust; Investment related: Yes; North Caldwell, New Jersey; Trust; Trustee/Co-Trustee; 09/2022; During business hours: 1; After business hours: 0; *537055 - Trust; Investment related: Yes; North Caldwell, New Jersey; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-02 |
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