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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED_RES | 2023-05-15 |
| MI | RA | APPROVED | 2010-10-30 |
Branch Locations
1108 North Main Street, Rochester, MI 48307 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Bloomfield Hills | MI | 05/2004 | Present |
| Morgan Stanley Smith Barney | Bloomfield Hills | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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