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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
| SD | RA | APPROVED | 2024-12-11 |
| MN | RA | APPROVED | 2024-12-10 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 09/2024 | 12/2024 |
| Boss' Pizzeria And Sports Bar | Brookings | SD | 12/2022 | 03/2024 |
| South Dakota State University | Brookings | SD | 08/2018 | 12/2023 |
| Express Employment Professionals | Bozeman | MT | 06/2021 | 08/2021 |
| Plt Inc. | Plymouth | MN | 02/2020 | 08/2020 |
| Three Rivers Park District | Minnetonka | MN | 05/2018 | 08/2018 |
| Unemployed | Waconia | MN | 09/2014 | 05/2018 |
| Unemployed | Maple Plain | MN | 03/2024 | 09/2024 |
| Greseth Financial Group | Plymouth | MN | 01/2023 | 12/2023 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 12/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-09 |
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