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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-25 |
| MD | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
Millersville, MD • United States
1627 K Street Nw Suite 900, Washington, DC 20006-1710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Baltimore | MD | 06/2009 | 08/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2025 |
| Ameriprise Financial Services Llc | Washington | DC | 08/2025 | Present |
Real Estate Ownership; Single Family; 108 Burnett Street, , Baltimore, MD, 21230; Investment-Related; 02/01/2025. Business Ownership; AMB Holdings LLC; Owner; Manage Ameriprise Business; 308 Beech Grove Court, , Millersville, MD, 21108; Investment-Related; 02/10/2026; 60 hours per month; 60 during trading hours. Outside Employment; AMB Holdings LLC; Owner; Manage advisory business; 308 Beech Grove Court, , Millersville, MD, 21108; Investment-Related; 02/10/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-24 |
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