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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-01 |
| TX | RA | APPROVED | 2025-09-01 |
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 |
|---|---|---|---|---|
| Wazyata Community Church | Wayzata | MN | 06/2014 | 08/2017 |
| Normandale Community College | Bloomington | MN | 08/2015 | 01/2018 |
| University Of Minnesota | Minneapolis | MN | 01/2018 | 05/2019 |
| Gear West Alpine | Long Lake | MN | 11/2014 | 01/2019 |
| Orono Public Schools | Long Lake | MN | 10/2014 | 02/2017 |
| Thrivent Investment Management Inc | Golden Valley | MN | 06/2019 | 02/2020 |
| Unemployed | 275 Lindawood Ln | MN | 02/2020 | 04/2020 |
| Fidelity Brokerage Services Llc | Edina | MN | 05/2020 | 10/2023 |
| Morgan Stanley | Wayzata | MN | 08/2025 | Present |
| Howden Re | Edina | MN | 11/2023 | 06/2025 |
| Unemployed | Orono | MN | 06/2025 | 08/2025 |
*658082 - Rental Property; Investment related: Yes; St. Louis Park, Minnesota; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 0.25; Labor/Service:Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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