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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-01 |
| NV | RA | APPROVED | 2019-09-10 |
Branch Locations
5520 Kietzke Ln Ste 430, Reno, NV 89511 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Reno | NV | 03/2005 | 08/2019 |
| Morgan Stanley Smith Barney | Reno | NV | 06/2009 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2019 |
| Ameriprise Financial Services Inc | Reno | NV | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Reno | NV | 03/2020 | Present |
Real Estate Ownership; Single Family; 1600 Disneyland Ave, , Anaheim, CA, 92802; Not Investment-Related; 06/05/2023. Independent Insurance Brokering; Global Atlantic; 09/20/2019; Fixed Annuity. Outside Employment; Reno Phil; Musician - Music rehearsal and performance; ; 925 Riverside Dr #3, , Reno, NV, 89503; Not Investment-Related; 01/28/2000; 10 to 19 hours per month; 1 to 9 during trading hours / Reno Chamber Orchestra; musician - music rehearsals and concerts; ; 925 Riverside Dr #5, , Reno, NV, 89503; Not Investment-Related; 01/26/2001; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-08 |
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