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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| SC | RA | APPROVED | 2012-09-13 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
One 10Th Street Suite 600, Augusta, GA 30901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Augusta | GA | 08/2008 | Present |
| Morgan Stanley Smith Barney | Augusta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Georgia Masonic Charities Inc;Investment related No; Macon, GA; Charity / Private Foundation; Committee member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 1; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-05 |
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