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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
6055 Lakeside Commons Drive Suite 450, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Macon | GA | 01/2002 | Present |
| Morgan Stanley Smith Barney | Macon | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*585300 - Burgess Pigment Company; Investment related: No; Sandersville , Georgia; Manufacturing; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 8/2024; During business hours: 1; After business hours: 0; Attend board meetings on a quarterly basis and vote on any business that comes before the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-18 |
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