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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-16 |
| TX | RA | APPROVED_RES | 2020-11-13 |
Branch Locations
6767 N Wickham Rd Ste A107, Melbourne, FL 32940-2031 • United States
Rockledge, FL • 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 | Melbourne | FL | 04/2012 | 10/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2020 |
| Ameriprise Financial Services, Llc | Melbourne | FL | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 10/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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