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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-19 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • 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. | Boston | MA | 07/1993 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*75659- Junior Achievement of Greater Boston; Investment related-No; boston, Massachusetts; Children/Youth; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2011; During business hours: 1; After business hours: 0; Business Development/Growth *516130- TOWN OF MILTON, MA AIRPLANE NOISE COMMITTEE; Investment related -No; MILTON, Massachusetts; Government; Board Member : COMMITTE MEMBER (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 1; After business hours: 0; AIRPLANE NOISE COMMITTEE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-03 |
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