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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 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
433 South Main Street, West Hartford, CT 06110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Hartford | CT | 07/1993 | Present |
| Morgan Stanley Smith Barney | West Hartford | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*544329 - Rental property; Investment related Yes; granby, Connecticut; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2000 ; During business hours: 0; After business hours: 1; Land lord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-19 |
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