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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| SC | RA | APPROVED | 2014-02-21 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Savannah | GA | 01/2002 | Present |
| Morgan Stanley Smith Barney | Savannah | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*381085 - Warsaw Pines Timber LLC; Investment related; Ourdoor Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 1996. *381084 - Blue Heron LLC; Investment related; Outdoor Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2019. *511424 - Savannah Benevolent Associations; Investment related: No; savannah, Georgia; Charitable; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 2; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-28 |
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