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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-18 |
| MN | RA | APPROVED | 2013-11-14 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 08/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Rental Property; Chaska, MN; Managing a townhome that we rent out - finding a renter, signing lease, etc.; During business hours: 0; After business hours: 10; Start October 2007. (2) 601605 - Cornerstone Advancement, LLC; Investment Related; Excelsior, MN; Consulting Business for Business Development for non-profits; Partner; Start July 2024; During Business Hours: 0; After Business Hours: 2; Administrative, Accounting, Bookkeeping. (3) 654041 - Rental Property - Garfield; Investment Related; Minneapolis, MN; Rental Property; Partner; Start July /2025; During business hours: 1; After business hours: 4; Administrative, Accounting, Bookkeeping, Property Management. (4) 655314 - Matt & Keri Burton - Rental Property - W. 28th Street; Investment Related; Minneapolis, MN; Rental Property; Partner; Start August 2025; During business hours: 1; After business hours: 4; Administrative, Accounting, Bookkeeping, Property Management. (5) 656339 - TruNorth Management, LLC; Investment Related; Excelsior, MN; Real Estate; Partner; Start July 2025; During business hours: 0; After business hours: 1; Accounting, Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-12 |
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