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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED_RES | 2020-03-19 |
| MO | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Dallas | TX | 11/2005 | Present |
| Morgan Stanley Smith Barney | Kansas City | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*182702- PanCo LLC; Investment related: Yes; KANSAS CITY, Missouri; Residential Rental Real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 1; Part owner of property *575780- Steel Bridge Cattle Company LLC; Investment related: Yes; Prairie Village, Kansas; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-02 |
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