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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-22 |
Branch Locations
619 W Main St, St Charles, IL 60174 • United States
Dekalb, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 11/2015 | 12/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | 12/2022 |
| Ameriprise Financial Services | St Charles | IL | 12/2022 | 12/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2016 | Present |
| Ameriprise Financial Services, Llc | St Charles | IL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | St Charles | IL | 12/2022 | Present |
Other Business Activities; FINANCE ADVISORY COMMITTEE, CITY OF DEKALB; I will provide input and recommendations related to city budgets, financial planning, and fiscal policy. While the committee is advisory in nature, it does review and discuss financial strategies and investment-related matters involving municipal funds; 164 East Lincoln Highway, , DeKalb, IL, 60115; Investment-Related; 08/18/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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