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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-27 |
| MN | RA | APPROVED | 2014-02-05 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Wayzata | MN | 09/2008 | Present |
| Morgan Stanley Smith Barney | Wayzata | MN | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.*310021 - ALTR, LLC ; Investment Related - Yes; Orono, MN; Recreation; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Jan 2017; During Business Hours: 0; After Business Hours: 5; Administrative, Accounting/Bookkeeping. 2.Blue Ribbons LLC; Investment related: Yes; Orono, MN; Horse Leasing; owner(proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1; Overseeing the leasing of horses to individuals 3) Jacobs Mill Homeowners Association Inc; Investment related; Homeowners association; Treasurer; Start date: 12/2001; During business hours: 1; After business hours: 1 *659114 - Residential rental property - sole proprietorship; Investment related: Yes; Orono, Minnesota; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 0.25; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-17 |
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