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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-05-06 |
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
2870 S Ingram Mill Rd Ste D1, Springfield, MO 65804 • United States
Springfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Springfield | MO | 06/2009 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2022 |
| Ameriprise Financial Services, Llc | Springfield | MO | 05/2022 | Present |
Independent Insurance Brokering; Symetra; 09/19/2022; / Principal; 09/19/2022; Term Life. Board of Directors; Advisory Committee of the Supreme Court of Missouri; Disciplinary Hearing Officer; 3335 American Ave, , Jefferson City, MO, 65109; Not Investment-Related; 12/16/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Community Foundation of the Ozarks; Advisory Board; 425 E. Trafficway, , springfield, MO, 65806; Not Investment-Related; 01/02/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-11 |
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