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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| IL | RA | APPROVED | 2024-03-19 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Fort Lauderdale | FL | 05/2007 | 03/2024 |
| Morgan Stanley | Chicago | IL | 03/2024 | Present |
*624980- Charitable, Non-Profit & Private Foundation; Investment related: No; Chicago, Illinois; Civic/Community; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 2; After business hours: 0; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
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