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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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 | Coral Gables | FL | 02/2009 | Present |
| Morgan Stanley Smith Barney | Coral Gables | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ANGELA COURT INC. CORAL GABLES, FL. 33134 NOT INVESTMENT RELATED. BUSINESS - REAL ESTATE. POSITION - VP & SECRETARY. START DATE - 01/01/1980. 1 HR/MONTH. DUTIES - LOOK FOR REAL ESTATE OPPORTUNITIES. 2. Dr John T MacDonald Foundation; Investment related; CORAL GABLES , FL; Charity / Private Foundation; Chairman board of directors/invest comm (proprietor, partner, officer, director, employee, trustee, agent); Feb 1998; During business hours: 0; After business hours: 4; Attend board meetings, vote on grant requests, attent investment committee meetings with the Foundations consultants. Vote on investment matters such as allocation, replacement of managers, IP issues etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-23 |
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