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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Boston | MA | 10/2008 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Avery Clark, LLC; Investment related; Private Company; general partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2002; During business hours: 1; After business hours: 0; Collect royalties, distribute royalties, pay tax preparer and LLC registration costs. 2. CLARK, CLARK LP: I AM GP; COLLECT ROYALTIES FROM TEXAS PETROLEUM AND DISTRIBUTE THEM TO THE LEASE HOLDERS; I AM NOT ONE OF THE LEASE HOLDERS; APPROXIMATELY 15 MINUTES PER MONTH ON THE ACCOUNT.**** 3. *392270 - St. Michaels Church; Investment related - No; Marblehead, Massachusetts; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2015; During business hours: 0.5; After business hours: 0; Investment Decisions/Advice 4. Luckity Trust LLC..05 after business- holding real estate 5. Avery Island Inc; Not Investment related; Natural Resources; Asst. Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Feb 1986; During business hours: 2; After business hours: 1; Present financial report at quarterly board meetings. 6. Tuckernuck.Com; Not investment related; Domain name leasing; Owner; Start date: 03/2013; During business hours: 0; After business hours: 1 7. *378617 - Marblehead Museum; Investment related No; Marblehead, MA; Museum and historic home; Member of Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: .3; After business hours: .3 8. *407198 - Cape Cod Association; Investment related No; South Yarmouthlake, MA; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent);Oct 2019; During business hours: 2; After business hours: 3; Investment Decisions/Advice 9. *412760 - Trust; Investment related -Yes; New York, New York; Executor; 09/2020; During business hours: 4; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-14 |
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