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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-13 |
| FL | RA | APPROVED | 2016-12-08 |
Branch Locations
9350 S Dixie Hwy Ste 1410, Miami, FL 33156-2944 • United States
Coral Gables, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2016 |
| Ameriprise Financial Services, Inc. | Coral Gables | FL | 12/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Miami | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 951 Brickell Ave #3904 Miami, FL 33131, ,; Investment-Related; 10/01/2016. Business Ownership; Starr Blum Holdings LLC; Co-owner; Holding corp; 9350 S Dixie Highway, STE 1410, ** not provided **, FL, 33156; Not Investment-Related; 12/01/2016; 1 to 9 hours per month; 0 during trading hours / Jeffrey Blum Holdings LLC; Owner; holding corp; 9350 S Dixie Highway, STE 1410, ** not provided **, FL, 33156; Not Investment-Related; 12/01/2016; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Florida Bar Grievance Committee; Grievance Committee Member; 444 Brickell Avenue, Suite M-100, , Miami, FL, 33131; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Expert Witness; Expert Witness - Expert Witness Testimony; ; 429 Fluvia Ave, , Coral Gables, FL, 33134; Not Investment-Related; 04/06/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-25 |
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