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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-27 |
| NC | RA | APPROVED | 2018-09-21 |
Branch Locations
2150 Country Club Rd Ste 300, Winston Salem, NC 27104 • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Greensboro | NC | 02/2008 | 09/2018 |
| Morgan Stanley Smith Barney | Greensboro | NC | 06/2009 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2018 |
| Ameriprise Financial Services, Inc. | High Point | NC | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Winston Salem | NC | 03/2020 | Present |
Real Estate Ownership; Single Family; 128-a steinbevk way, Mooresville, nc 28117, ,; Not Investment-Related; 06/09/2008. Board of Directors; The Dottie Shealy Ministry Foundation; Board Member; 1835 Russet Hill Circle, , Hoover, AL, 35244; Not Investment-Related; 02/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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