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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-18 |
Branch Locations
910 Inwood Avenue N, Oakdale, MN 55128 • United States
910 Inwood Avenue N, Oakdale, MN 55128 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| MN | RA | APPROVED | 2014-02-04 |
Branch Locations
270 Main Street N Suite 100, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Minneapolis | MN | 06/2009 | 08/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2026 |
| Lpl Financial Llc | Oakdale | MN | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-03 |
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