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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-08 |
Branch Locations
6860 N Dallas Pkwy Ste 500, Plano, TX 75024 • United States
Frisco, TX • 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 | Dallas | TX | 06/2009 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Ameriprise Financial Services Inc | Plano | TX | 05/2020 | 05/2020 |
| Ameriprise Financial Services, Llc | Plano | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Plano | TX | 05/2020 | Present |
Real Estate Ownership; Lot/Land; section-02twp-34rng-03w, , caldwell, KS, 67022; Not Investment-Related; 05/06/2011 / Lot/Land; sec-21twp-32rng-04, , caldwell, KS, 67022; Not Investment-Related; 12/01/2009 / Lot/Land; sec-10twp-34rng-04w, , caldwell, KS, 67022; Not Investment-Related; 05/01/2010 / Lot/Land; sec-11twp-34rng-o4w, , caldwell, KS, 67022; Not Investment-Related; 05/01/2010 / Lot/Land; sec-33twp-33rng-03w, , caldwell, KS, 67022; Not Investment-Related; 12/01/2014.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-03-18 |
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