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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
| MN | RA | APPROVED | 2023-11-10 |
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 |
|---|---|---|---|---|
| The Barre | Wayzata | MN | 05/2018 | Present |
| Lpl Financial, Llc | Plymouth | MN | 12/2022 | 10/2023 |
| Unemployed | Orono | MN | 06/2014 | 05/2018 |
| Strategic Wealth Group Registered Investment Advisors, Llc | Eden Prairie | MN | 08/2023 | 10/2023 |
| Sole Proprietor | Plymouth | MN | 11/2022 | 10/2023 |
| Lpl Financial, Llc | Plymouth | MN | 07/2023 | 08/2023 |
| Salt Financial | Plymouth | MN | 12/2022 | 08/2023 |
| Morgan Stanley | Wayzata | MN | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
*574798 - the barre; Investment related -No; Wayzata, Minnesota; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 1; After business hours: 3; Fitness Instructor *609832 - Orono Foundation for Education; Investment related: No; Maple Plain, Minnesota; Children/Youth:Education; Board Member:Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 3; Accounting/Bookkeeping:Business Development/Growth:Check Signing/Funds Disbursements:Fundraising:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
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