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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Eureka | CA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Eureka | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.I AM A MEMBER OF SLACK FAMILY LLC WHICH ENGAGES IN THE RENTAL OF COMMERICAL REAL ESTATE. I RECEIVE 0 COMPENSATION. I DO RECEIVE MY PRO RATE SHARE OF MEMBER INCOME VIA A K-1. I DEVOTE LESS THAN 2 HOURS PER MONTH TO THIS ENDEAVOR. I HAVE BEEN A MEMBER OR PARTNER FOR APPROX. 28 YEARS. 2.I AM A MANAGING MEMBER OF SLACK AND WINZLER LLC, AN ENTITY WHICH INVESTS IN COMMERCIAL REAL ESTATE AND DEVELOPS PROPERTY. I DEVOTE APPROX. 20 HRS PER MONTH TO THIS ENDEAVOR AND RECEIVE $3500/YR. COMP. I DO RECEIVE MY PARTNERS SHARE OF THE NET INCOME VIA A K-1. I HAVE BEEN A PARTNER FOR APPROX. 20 YEARS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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