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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-17 |
Branch Locations
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Phoenix | AZ | 09/2014 | 06/2017 |
| Morgan Stanley | Phoenix | AZ | 06/2017 | 05/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 05/2024 |
| Ameriprise Financial Services Llc | Phoenix | AZ | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | Phoenix | AZ | 07/2017 | 05/2024 |
Board of Directors; Aspiring Youth Academy; Director; 4400 N Scottsdale Rd, Ste 9818, Scottsdale, AZ, 85251; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Phoenix 20-30 Club; Past Active Chair; PO Box 32381, , Phoenix, AZ, 85064; Not Investment-Related; 02/02/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-30 |
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