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2 Meridian Crossings Suite 320, Richfield, MN 55423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-02 |
Branch Locations
3800 American Blvd. West Suite 935, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bloomington | MN | 12/2015 | 08/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | 08/2024 |
| Bearing Point Capital | Bloomington | MN | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | 08/2024 |
Rental Property; Investment related; Edina, MN; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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