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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED | 2026-04-02 |
Branch Locations
4030 W Boy Scout Blvd Ste 300, Tampa, FL 33607-5713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 03/2010 | 04/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2026 |
| Ameriprise Financial Services, Llc | Tampa | FL | 04/2026 | Present |
Other Business Activities; USF Alumni Association; I am a member of the Finance Committee for the USF alumni association. Our responsibilities are to review the annual budget for the alumni association and discuss the accounting measures that are used to report their income and expenses each budget year. We only review, and any monetary or budgetary decisions are ultimately made by the Board of directors. Our job is solely to review and point out any observations for the board to review and discuss. Have been part of the committee for the last 11 years. Committee is in recess until September 2026.; 4202 E Fowler Ave, ALC100, Tampa, FL, 33620; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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