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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2011-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Oneonta | NY | 12/1998 | Present |
| Morgan Stanley Smith Barney | Oneonta | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2024 | Present |
1. SUNRISE SPECIALTY CATERING; RT WEST ONEONTA, NEW YORK 13820; NOT INVESTMENT RELATED FOOD PRESENTATIONAND SERVICE EVENT SUPERVISOR; 20-40 HRS/MONTH WORKED OUTSIDE BUSINESS HRS. 2. ONEONTA DOLLARS FOR SCHOLARS; 12/2012
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-04 |
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