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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED | 2020-01-24 |
Branch Locations
24 Waterway Ave Ste 1400, The Woodlands, TX 77380-3391 • United States
5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States
5151 San Felipe St Ste 2100, Houston, TX 77056-3727 • United States
Humble, TX • United States
950 E State Hwy 114 Ste 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boca Raton | FL | 06/2012 | 01/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2020 |
| Ameriprise Financial Services Inc | The Woodlands | TX | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | The Woodlands | TX | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-24 |
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