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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-10 |
| MN | RA | APPROVED | 2023-11-04 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wayzata | MN | 12/2022 | Present |
| Solifi | Minneapolis | MN | 06/2022 | 11/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Student | Minneapolis | MN | 01/2018 | 07/2019 |
| Lake Superior State University | Sault Ste. Marie | MI | 08/2016 | 12/2017 |
| St. Olaf College | Northfield | MN | 08/2019 | 05/2022 |
*567248- St. Olaf College; Investment related -No; Northfield, Minnesota; Education, Coaching Men's Golf at the Private University of St. Olaf College; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 50; Assistant Men's Golf Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
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