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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-09 |
| TX | RA | APPROVED_RES | 2021-03-31 |
Branch Locations
1001 Franklin Ave Ste 302, Garden City, NY 11530 • United States
Garden City, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Garden City | NY | 06/2009 | 03/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2021 |
| Ameriprise Financial Services, Llc | Uniondale | NY | 03/2021 | Present |
Board of Directors; Garden City Kiwanis; Co treasurer; PO BOX 7646, , garden city, NY, 11530; Not Investment-Related; 11/10/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-10 |
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