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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-07-14 |
Branch Locations
444 Reid St Ste 200, De Pere, WI 54115 • United States
Green Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Green Bay | WI | 08/2011 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Ameriprise Financial Services Inc | De Pere | WI | 07/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | De Pere | WI | 03/2020 | Present |
Business Ownership; DP380 LLC; Co-owner; Manage Ameriprise Business; 444 Reid St, Suite 200, De Pere, WI, 54115; Investment-Related; 06/01/2020; 60 hours per month; 60 during trading hours. Outside Employment; DP380 LLC; Co-owner; Manage advisory business; 444 Reid St, Suite 200, De Pere, WI, 54115; Investment-Related; 07/14/2017; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
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