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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| MN | RA | APPROVED | 2025-02-28 |
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 | 12/2024 | 02/2025 |
| Xcel Energy | Minneapolis | MN | 05/2021 | 11/2024 |
| Posh Bridal Couture | Wayzata | MN | 05/2019 | 01/2020 |
| Mccormick's Pub And Restaurant | Wayzata | MN | 08/2017 | 06/2018 |
| Orono Youth Lacrosse | Long Lake | MN | 04/2018 | 08/2018 |
| University Of Wisconsin-Madison | Madison | WI | 08/2018 | 05/2022 |
| Orono High School | Long Lake | MN | 09/2014 | 06/2018 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
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