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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Tulsa | OK | 09/2004 | Present |
| Morgan Stanley Smith Barney | Tulsa | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*377112 - Trust; Investment related; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 0; Responsible for disbursing trust assets to beneficiaries.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2004-12-22 |
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