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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-05 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • 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. | Shrewsbury | NJ | 02/2004 | Present |
| Morgan Stanley Smith Barney | Shrewsbury | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
DIOCESAN INVESTMENT TRUST FOR THE EPISCOPAL CHURCH OF NEW JERSEY; 808 W. STATE ST. TRENTON, NJ; THE BOARD OF THE INVESTMENT TRUST ADVISING THEM ON ITS INVESTMENTS AFTER BUSINESS HOURS: 2 DURING BUSINESS HOURS; 2 AFTER BUSINESS HOURS: 2 DURING BUSINESS HOURS; 03/2013
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-10 |
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