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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-02 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boca Raton | FL | 02/2002 | Present |
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*407363 - American Retirement Association; Investment related-No; Arlington, Virginia; Non-Profit; Board Member, Officer - Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 5; After business hours: 7; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-09 |
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