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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| LA | RA | APPROVED | 2010-11-18 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New Orleans | LA | 06/2006 | Present |
| Morgan Stanley Smith Barney | New Orleans | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. TEAM LOUISIANA ELITE LACROSSE CLUB; COORDINATE TEAMS, COACHING & TOURNAMENTS; START DATE: 11/2015; AFTER BUSINESS HOURS- 16, DURING BUSINESS HOURS- 0 2. MANDEVILLE CONVINGTON LACROSSE LEAGUE, ASSISTING GETTING PROGRAM OFF THE GROUND; NOT INVESTMENT RELATED; START DATE: 04/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-1; 3. *382201 - Grow the Game - Louisiana Lacrosse; Investment related - No; Mandeville,LA; Promote the sport of lacrosse; Director of Lacrosse Operations/Head Coach (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 10; Guide the board members of the nonprofit on how to grow the game of lacrosse and offer guidance on how to spend the nonprofit money. 6. *386578 - Sanctuary Subdivision Homeowners Asscociation Board Member & Treasurer; Investment related - No; Mandeville, Louisiana; homeowners association; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 5; After business hours: 5; Administrative *593091 - St. Paul's School; Investment related: No; Covington, Louisiana; Education; Assistant Lacrosse Coach(proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 25; To help coach the boys varsity lacrosse team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-11 |
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