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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
609 Deep Valley Drive Suite 400, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Rolling Hills Estates | CA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Rolling Hills | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TORRANCE UNIFIED SCHOOL DISTRICT AT ULT SCHOOL LENY CENTER-CREDENTIALED TEACHER BY STATE OF CA. SINCE 1979 TEACHING INVESTMENT CLASSES. EDUCATIONAL INSTITUTION - TEACHER STARTED 1979. 8 HOURS PER MONTH AVG. EVENINGS. ADULT CLASS TO NECP POTENTIAL INVESTORS MAKE THEIR DECISIONS. Oceanfront Estates HOA; Marina Del Rey, CA; HOA; 02/2017; 0,0 RENTAL PROPERTY; INVESTMENT RELATED; CLINTON, WA; Sole Proprietor / Owner / Partner; 2014; 0,1
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-05-12 |
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