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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-06-17 |
| PA | RA | APPROVED | 2010-11-08 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Philadelphia | PA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Philadelphia | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*432931 - Trust; Investment related Yes; Elkins Park, PA; May 2021; During business hours: 1; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-25 |
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