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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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. | Garden City | NY | 03/2005 | Present |
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*540798 - The Island Group LLC; Investment related Yes; Danbury, Connecticut; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 10; Own and renting Condo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-21 |
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