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2 Meridian Crossings Suite 320, Richfield, MN 55423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-05 |
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 | Bloomington | MN | 11/2015 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2015 | 08/2024 |
| Bearing Point Capital | Bloomington | MN | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2015 | Present |
1)SURREAL MCCOYS, LLC; NOT. INV. RELATED; SOUTH BEND IN; MUSICIAN; MUSICAL GROUP; START DATE 1991; 0-2 TIMES A YEAR, RECENTLY INCOPORATED AS WE CREATED A CD WHICH ENTITLES US TO ROYALITES IF PLAYED OR PURCHASED. *539989 - Trust; Investment related: Yes; Traverse City, Michigan; Trust; Trustee/Co-Trustee; 10/2015; During business hours: 0; After business hours: 0; 3) CO-TRUSTEE FOR FATHER'S TRUST; INV. RELATED; BLOOMINGTON, MN; START DATE 10/30/2015; 0 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-18 |
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