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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-24 |
| TX | RA | APPROVED | 2023-04-21 |
Branch Locations
350 E Las Olas Blvd Ste 1700, Ft Lauderdale, FL 33301 • United States
Fort Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fort Lauderdale | FL | 01/2016 | 04/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 04/2023 |
| Ameriprise Financial Services, Llc | Ft. Lauderdale | FL | 04/2023 | Present |
Board of Directors; St. Mark's Episcopal School; Board Member; 1750 E Oakland Park Blvd, , Fort Lauderdale, FL, 33334; Not Investment-Related; 05/29/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Academy Travel Inc; just an independent agent with the company. get paid and issued a 1099 for any commissions earned.; Independent travel agent to book Disney Cruises and trips for myself, friends and family. all work is done from home.; 2821 NE 40th Street, , Fort Lauderdale, FL, 33308; Not Investment-Related; 05/05/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-17 |
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