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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-02-19 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
225 West Santa Clara Street Suite 900, San Jose, CA 95113 • United States
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
Southhampton, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | San Jose | CA | 07/1993 | Present |
| Morgan Stanley Smith Barney | San Jose | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *379525 - Rental Property; Investment related Yes; Syracuse, NY; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 1 2. *420459 - Rental Property; Investment related -Yes; Los Gatos, California; Real Estate; Owner of home (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 1; owner of home and pay bills
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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