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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
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
Kestrel Sportfishing Charters; Investment related: Yes; Saltwater fishing Charters/ Commercial fishing; Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 3; Captain *374142 - Kinsman Farm; Investment related; Ipswich MA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 0; Providing location for movie shoot. *548833 - Miles River Marsh Rats ; Investment related - No ; Beverly, Massachusetts ; Recreation ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2022 ; During business hours : 0 ; After business hours : 1 ; assist with Club Membership decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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