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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-02 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 11/2014 | 04/2017 |
| Rbc Capital Markets, Llc | Wayzata | MN | 04/2017 | 03/2022 |
| City National Bank | Wayzata | MN | 12/2019 | 07/2025 |
| Rbc Capital Markets, Llc | Minnetonka | MN | 03/2022 | 08/2022 |
| Rbc Capital Markets, Llc | Wayzata | MN | 08/2022 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*652268- True Friends; Investment related-No; Annandale, Minnesota; Health and Welfare, Children/Youth: Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 1; After business hours: 0;Other, Fundraising, Investment monitoring provided by and run by a third party investment advisor. *660332 - Maple Ridge Holdings, LLC; Investment related: Yes; Wayzata, Minnesota; Recreation, Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-17 |
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