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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-04 |
Branch Locations
9442 N Capital Of Texas Hwy Ste 800, Austin, TX 78759 • United States
Lakeway, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Austin | TX | 02/2009 | 06/2021 |
| Morgan Stanley Smith Barney | Austin | TX | 06/2009 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2021 |
| Ameriprise Financial Services Llc | Austin | TX | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 06/2021 |
Real Estate Ownership; Single Family; 2918 Ranch Road 620 N , #291, Austin, TX, 78734; Not Investment-Related; 03/21/2024. Business Ownership; Knapp Ventures LLC; Design; Design travel related products; 2918 Ranch Road 620 North #291, , Austin, TX, 78734; Not Investment-Related; 04/01/2005; 0 hours per month; 0 during trading hours. Board of Directors; Lake Travis Methodist Church Leadership; Church Leadership Committee; 1502 Ranch Road 620 N, , Lakeway, TX, 78734; Not Investment-Related; 02/18/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Employee Stock Option Book Co-Author; Book Published; 2918 Ranch Road 620 N, , Austin, TX, 78734; Investment-Related; 01/05/2000; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-04-21 |
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