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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-06 |
Branch Locations
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boca Raton | FL | 10/2010 | 07/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2020 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 07/2020 | Present |
Real Estate Ownership; Single Family; 1515 Huntington Lane, Apt. 226, Rockledge, FL, 32955; Not Investment-Related; 04/30/2025. Business Ownership; Baby Mack LLC; Owner; Real Estate; 1515 Huntington Lane, Apt. 226, Rockledge, FL, 32955; Not Investment-Related; 08/01/2025; 0 hours per month; 0 during trading hours. Board of Directors; The University of Pennsylvania; Advisory Board Member; 3819-33 Chestnut Street Suite 120, , Philadelphia, PA, 19104; Not Investment-Related; 07/03/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-03 |
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