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2 Meridian Crossings Suite 320, Richfield, MN 55423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-02 |
Branch Locations
3800 American Blvd. West Suite 935, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Minneapolis | MN | 12/2015 | 08/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 08/2024 |
| Bearing Point Capital | Bloomington | MN | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2016 | Present |
* 482651 - Trust ; Investment related Yes; Prior Lake, Minnesota; Trust ; Trustee/Co-Trustee; 12/2007; During business hours: 1; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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