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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-21 |
| MN | RA | APPROVED | 2020-02-07 |
Branch Locations
11 East Superior Street Suite 580, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Duluth | MN | 11/2019 | 04/2020 |
| Schechter Dokken Kanter, Cpa | Minneapolis | MN | 08/2016 | 05/2018 |
| Charles Allen Ltd | Hamel | MN | 05/2018 | 04/2020 |
| Morgan Stanley Smith Barney Llc | Duluth | MN | 04/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | Present |
*576783 - Duluth Curling Club ; Investment related - No ; Duluth, Minnesota ; Recreation ; Board Member, Other President(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2023 ; During business hours : 0 ; After business hours : 15 ; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
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