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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-09 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 07/2007 | Present |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
623576 - Achieve Foundation; Investment Related - No; Maplewood, New Jersey; Education; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-11 |
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