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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 |
| PA | RA | APPROVED | 2013-07-31 |
Branch Locations
701 Main Street 501 5Th Floor, Stroudsburg, PA 18360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Stroudsburg | PA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Stroudsburg | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*590667 - College for Financial Planning; Investment Related - No; Centennial, Colorado; Education; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 1; After Business Hours: 1; As a board member, I have no active involvedment with the funds of the organization. It is simply big picture oversight role. *638533- CFP Board; Investment related-No; Washington, District of Columbia; Fraternal Society; Member of the Public Policy Council (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 2; Other.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-15 |
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