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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| CT | RA | APPROVED | 2022-09-01 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Chelsea | MA | 07/2016 | 08/2018 |
| Citizens Securities, Inc. | Burlington | MA | 08/2018 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Middleton | MA | 08/2022 | Present |
Notary Public since June 2007
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-16 |
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