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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-08-13 |
| TX | RA | APPROVED | 2021-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | York | PA | 06/2009 | 07/2021 |
| Ameriprise Financial Services Llc | York | PA | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 08/2021 |
Board of Directors; York County Estate Planning Council; Member of Steering Committee; 137 East Market Street, , York, PA, 17401; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
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