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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 |
| CO | RA | APPROVED | 2009-06-01 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
121 South Tejon Street Suite 700, Colorado Springs, CO 80903 • 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. | Colorado Springs | CO | 07/2002 | Present |
| Morgan Stanley Smith Barney | Colorado Springs | CO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*578448 - Colorado Springs Pioneers Museum ; Investment related - No ; Colorado Springs,Colorado ; Art/Culture ; Board Member:Finance Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 0 ; After business hours : 2 ; Administrative:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-01 |
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