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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
7175 North Pima Canyon Drive, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets, Inc. | Tucson | AZ | 05/2009 | Present |
| Morgan Stanley Smith Barney | Tucson | AZ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*505585 - Trust; Investment related: Yes; Tucson, Arizona; Trust; Trustee/Co-Trustee; 06/2013; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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