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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| FL | RA | APPROVED | 2022-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi International Financial Services Llc | Miami | FL | 03/2017 | 07/2022 |
| Citigroup Global Markets Inc | New York | NY | 02/2011 | 03/2017 |
| Citibank, N.A. | Miami | FL | 03/2017 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2022 | Present |
*536605 - Greater Miami Adventist Academy ; Investment related: No; Miami, Florida; Education, Religious; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 1; Board meeting participations. Voting on Board meetings. General advice about the development of the school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-04 |
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