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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
380 Saint Peter Street Suite 1000, St. Paul, MN 55102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 02/2009 | 07/2017 |
| Thrivent Investment Management Inc. | Roseville | MN | 08/2017 | 05/2020 |
| Thrivent Financial - Gary Tangwall | Lake Elmo | MN | 08/2017 | 08/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 08/2018 | 05/2020 |
| Thrivent Advisor Network, Llc D/B/A Landmark Wealth Management | Lake Elmo | MN | 05/2020 | 02/2021 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 03/2021 | 11/2025 |
| Bank Of America, N.A. | Bloomington | MN | 03/2021 | 11/2025 |
| Morgan Stanley Smith Barney Llc | St. Paul | MN | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
*669500- Stillwater Sunrise Rotary; Investment related: No; Stillwater, Minnesota; Service Organization; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 4; Club Service Chair
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-21 |
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