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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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. | St. Petersburg | FL | 11/1985 | Present |
| Morgan Stanley Smith Barney | St. Petersburg | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*484698 : Trust ; Investment related : Yes ; Seminole ; Florida ; Trust: Trustee/Co-Trustee; 10/2016 ; During business hours : 0 ; After business hours : 4 ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-26 |
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