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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • 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. | San Francisco | CA | 09/2008 | Present |
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.BCTV, BOARD MEMBER; NOT INVESTMENT RELATED; BILINGUAL CHILDREN'S TELEVISION; START DATE: 05/2016; NO HOURS DURING BUSINESS 2.The Marchmen; Investment related: No; band; Guitarist (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-02 |
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