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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-22 |
| NV | RA | APPROVED | 2022-06-15 |
Branch Locations
1225 Financial Blvd, Reno, NV 89502-7103 • United States
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Reno | NV | 11/2014 | 05/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2015 | 06/2022 |
| Ameriprise Financial Services, Llc | Reno | NV | 06/2022 | Present |
| Morgan Stanley Private Bank, N.A | Reno | NV | 04/2015 | 06/2022 |
Business Ownership; Zephyr Growth LLC; Real Estate Manager; Real Estate; PO Box 12175, , Zephyr Cove, NV, 89448; Investment-Related; 02/18/2014; 1 to 9 hours per month; 0 during trading hours / R&S Real Estate Holding LLC; NONE; Real Estate Investment; 4440 Mountaingate, , Reno, NV, 89519; Investment-Related; 11/01/2018; 0 hours per month; 0 during trading hours. Outside Employment; Blue Oaks Management LLC; Advisor with Blue Oaks Management, LLC an Ameriprise Financial Franchise; Ameriprise Financial Advisory Firm; 1225 Financial Blvd, , Reno, NV, 89502; Investment-Related; 05/09/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
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