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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-28 |
| TX | RA | APPROVED | 2019-10-25 |
Branch Locations
4030 W Boy Scout Blvd Ste 300, Tampa, FL 33607-5713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 09/2013 | 10/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2019 |
| Ameriprise Financial Services, Inc | Tampa | FL | 10/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Tampa | FL | 03/2020 | Present |
Board of Directors; The Sun City Center Rotary Club Board of Directors; Board Member; P.O.Box 5382, , Sun City Center, FL, 33571-5382; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Tr-Tronics Bd of Directors; Chairman; 7705 Cheri Court, , Tampa, FL, 33634; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-28 |
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