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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-12 |
Branch Locations
724 Bielenberg Drive Suite 102, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bloomington | MN | 05/2014 | 09/2025 |
| Cadlee Company, Llc | Woodbury | MN | 10/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2025 |
| Sanctuary Securities, Inc. | Woodbury | MN | 09/2025 | Present |
| Sanctuary Advisors Llc | Woodbury | MN | 09/2025 | Present |
*196190 - Cadlee Company, LLC; Investment related - Yes; Woodbury, Minnesota; Rental properties; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2014; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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