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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-23 |
| TX | RA | APPROVED | 2026-03-23 |
| VA | RA | APPROVED | 2026-03-23 |
Branch Locations
8401 Greensboro Dr Ste 230, Mclean, VA 22102-3598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Bethesda | MD | 01/2012 | 09/2025 |
| Morgan Stanley | Bethesda | MD | 07/2015 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 09/2025 |
| Ameriprise Financial Services Llc | Vienna | VA | 03/2026 | Present |
| Unemployed | Chevy Chase | MD | 09/2025 | 03/2026 |
Board of Directors; Mount Vernon High School Athletic Hall of Fame; Chairman; 8515 Old Mount Vernon Road, , Alexandria, VA, 22309; Not Investment-Related; 03/26/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-22 |
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