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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
9442 N Capital Of Texas Hwy Ste 800, Austin, TX 78759 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 01/2015 | 01/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2023 |
| Ameriprise Financial Services | Austin | TX | 01/2023 | 01/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2015 | Present |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Austin | TX | 01/2023 | Present |
Board of Directors; Dripping Springs Community Foundation; Board of Directors: Member at Large; PO Box 1684 , , Dripping Springs , TX, 78620; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 0 during trading hours / National Charity League, Dripping Springs Chapter.; Treasurer; 7700 Windrose G 300 , , Plano , TX, 75204; Not Investment-Related; 09/08/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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