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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
Clinton, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Florham Park | NJ | 03/2004 | Present |
| Morgan Stanley Smith Barney | Florham Park | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Provident Holdings, Real Estate Development, Director, NJ, 07960, 05/2016, 0,0 PHTHA HOLDINGS,INC,DIRECTOR;INVESTMENT RELATED;START DATE:09/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-0;GUILFORD CT PHOLS,INC,DIRECTOR;INVESTMENT RELATED;START DATE:09/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-0;GUILFORD CT *420128 - Trust; Investment related Yes; Morristown, NJ; Dec 2020; During business hours: 1; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-28 |
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