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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Irvine | CA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Laguna Niguel | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
REDLANDS PROPERTY,GRANTOR-TRUST IS OWNER AND IS REVOCABLE;INVESTMENT RELATED;START DATE:1/2013;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-LESS THAN 6(YEARLY);803 RENEE STREET,REDLANDS CA 92374,1112 N LINCOLN STREET REDLANDS CA 92374 GOLD MOUNTAIN HOLDINGS, LLC; INVESTMENT RELATED; LARKSPUR/CA; TITLE: CO-OWNER; START DATE: 2/2014; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 1. *210862 - gold mountain holdings; Investment related Yes; los altos hills, California; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent);Jan 2006; During business hours: 0; After business hours: 1; Property Management, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-26 |
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