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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| FL | RA | APPROVED | 2011-04-18 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Lawrenceville | NJ | 07/1993 | Present |
| Morgan Stanley Smith Barney | Lawrenceville | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*419613 -Trust; Investment related - Yes; Wrightstown, New Jersey; Trustee; 08/2011; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-12 |
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