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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
4655 Executive Dr Ste 300, San Diego, CA 92121-3123 • United States
San Diego , CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | San Diego | CA | 11/2012 | 03/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2026 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
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