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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
24300 Town Center Dr. Suite 200, Valencia, CA 91355 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Glendale | CA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Glendale | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2.Rental Property; investment-related; Newhall CA; Rental; Sole Proprietor / Owner / Partner; 11/2016; DURING BUSINESS HOURS: 0, AFTER BUSINESS HOURS: 0 *322068- Rental Property; Investment related: Yes; Newhall, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/1988; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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