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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-26 |
| CA | RA | APPROVED | 2021-11-03 |
Branch Locations
1 Almaden Blvd Ste 810, San Jose, CA 95113-2215 • United States
1900 O'FArrell St Ste 180, San Mateo, CA 94403-1329 • United States
Rohnert Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Redwood City | CA | 08/2003 | 10/2020 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 10/2020 | 10/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | 10/2021 |
| Ameriprise Financial Services, Llc | San Mateo | CA | 10/2021 | Present |
Real Estate Ownership; Single Family; 7145 Camino Colegio, , Rohnert Park, CA, 94928; Investment-Related; 06/17/2014 / Single Family; 1708 Glenbrook #e, , Santa Rosa, CA, 95401; Investment-Related; 06/17/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-19 |
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