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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| FL | RA | APPROVED | 2020-09-08 |
Branch Locations
350 E Las Olas Blvd Ste 1700, Ft Lauderdale, FL 33301 • United States
Coral Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ft. Lauderdale | FL | 06/2012 | 10/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 09/2020 |
| Morgan Stanley | Coral Springs | FL | 10/2017 | 09/2020 |
| Ameriprise Financial Services, Llc | Ft Lauderdale | FL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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