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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-31 |
| FL | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED_RES | 2022-03-28 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • 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. | Mount Kisco | NY | 05/2007 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Fort Myers | FL | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
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